Planner Resource Consultant - National Planning Institute-

Radnor, PA, US

Lincoln Financial

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Alternate Locations: Work from Home; Atlanta, GA (Georgia); Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Clearwater, FL (Florida); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); El Paso, TX (Texas); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Glendale, CA (California); Greensboro, NC (North Carolina); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Kansas City, MO (Missouri); La Jolla, CA (California); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New Braunfels, TX (Texas); New York, NY (New York); None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Antonio, TX (Texas); San Antonio, TX (Texas); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tucson, AZ (Arizona); Tupelo, MS (Mississippi); US All Regions; US Midwest; US Northeast; US Southeast; US Southwest; US West; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA (California); Washington, DC (District of Columbia); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio)

 

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 72803

 

The Role at a Glance

The NPI Client Success Team drives education and adoption of industry leading planning technologies to reduce financial planning process time, increase revenue, and strengthen client relationships.  The Consultant, DFP Client Success role will act as a resource to field advisors seeking digital financial planning support. They will collaborate with stakeholders to lead first-class digital onboarding, training, and adoption experience of approved software tools to support advisors' external clients.  By helping advisors learn and navigate through the entire dynamic financial planning experience, they will support better external client’s engagement of the financial planning process.  In addition, they will participate with a team of NPI specialists on high net worth client’s complex financial planning modeling needs and make appropriate recommendations.
 

#LI-Remote

What you'll be doing

•    Reviews, identifies, and communicates recommendations on cases to advisors and other team members throughout the dynamic financial planning process.
•    Utilizes Lincoln approved financial planning and investment planning software tools to create more complex models for advisors' client needs.
•    Acts as a resource for training on financial planning topics and software tools & timely investment topics to team members, advisors, and office staff when necessary.
•    Delivers training to advisors/staff in a variety of national field training formats.
•    Consults and participates on one or more department committees.
•    Analyze client data and selects appropriate solutions based on client objectives, resources, and time frame throughout the onboarding experience.
•    Participate in trainings of Lincoln approved financial planning and investment planning software tools to create complex models for advisors' client needs.
•    Proactive outreach to advisors needed to drive education, training, and software updates, advocates of the planning process, as well as to help reduce churn of software utilization.
•    Acts as a resource in the overall onboarding experience of our dynamic financial planning process, focusing on the training and adoption of Lincoln approved planning tools which includes educating advisors how to incorporate these forms.
•    Provides case-specific observations and makes appropriate recommendations to the advisors throughout the dynamic financial planning onboarding process.
 

What we’re looking for

•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
•    3 - 5+ Years financial planning experience in the insurance or investment industry. (Required)
•    Knowledge of eMoney or MoneyGuides financial planning tools
•    Confident, comfortable communicator with strong written and verbal communication skills.
•    Writes and speaks in a compelling manner, altering the communication approach based on the target audience.
•    Participates in and/or facilitates group discussions/meetings that efficiently achieve targeted results.
•    Effectively presents in a variety of formal and informal settings.
•    Interpret/compile results for financial solutions.
•    Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
•    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
•    Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
•    Successfully completes regulatory and job training requirements.
•    Strong technical skills in financial/investment planning.
 
CERTIFICATIONS
•    Upon Hire Certifications/Licensures: (Series License-7)
•    Certified Financial Planner or other personal financial planning designations desirable
 

Certifications

Series License-7 -Upon Hire

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

 

What’s in it for YOU:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

 

Pay Range: $77,000 - $90,700 

 

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

 

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had $290 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

 

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

 

Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom

 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

Additional Information

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.

 

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

 

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, Veteran 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, contact us by calling 260-455-2558.

 

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 

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Perks/benefits: 401(k) matching Career development Competitive pay Flex hours Flex vacation Health care Insurance Parental leave Relocation support

Regions: Remote/Anywhere North America
Country: United States
Job stats:  6  0  0
Category: Consulting Jobs

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