Posted: Wednesday, January 31, 2018 8:49 PM
Alternate Locations: Cleveland, OH (Ohio); Jacksonville, FL (Florida)
Relocation assistance is not available for this opportunity.
About the Company
Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long:term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
As the Financial Planning Case Manager, you will be the initial point of contact/primary resource for field advisors and potential clients seeking technical or planning support from LFNs National Planning Center. You serve as the primary resource to produce comprehensive financial plans.
Analysis and Modeling
:Analyzes clients personal and financial information in various forms (advisor databook, insurance and investment statements, tax returns, etc.).
:Identifies missing or inconsistent data and communicates open items to advisor and Director of Planning.
:Utilizes various approved financial planning software tools to create financial models appropriate for each case (cash flow, retirement income, survivor income, education funding, estate flow, investment analysis, etc.)
:Participates in debrief/design meetings with advisors and Directors of Planning to identify case:specific observations and recommendations.
:Aligns work to department guidelinesas well as Liincolns core competencies.
:Completes regulatory and compliance training requirements in a timely manner.
:Answers calls from LFN advisors/staff.
:Resolves caller issues if possible, otherwise redirects question to appropriate team members.
Tracks open issues to ensure resolution within established guidelines.
:High School Diploma or equivalent
:2 years insurance or investment industry experience required, or Associates Degree in lieu of industry experience.
:Education concentration in Finance preferred
:CFP courses highly desired
:A demonstrated track record of consistently meeting and/or exceeding performance expectations
:Possesses a bias for action and avoids workplace distractions
:Drives performance targets to completion
:Excellent communication skills, both written and verbal
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, Apply by calling
• Location: Cleveland
• Post ID: 57492817 cleveland