Legal advisor on commercial mortgage loans supporting Lincoln’s Investments Legal Team. Providing legal expertise on transactions and collaborating with business teams on compliance and strategy.
About the role
- Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
Responsibilities
- Monitors Virtual Financial Consultants’ responses to participant's virtual questions
- Educates and facilitates new product purchases
- Provides employees with guidance in handling difficult interactions
- Ensures team members are trained in financial advice
- Communicates with cross-business partnerships to develop products and services
Requirements
- 5+ years of financial services experience
- Series 7, 63, and 24 completed within 120 days of start date
- 7+ years of financial services experience preferred
- Strong knowledge of tax and investment strategies
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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