Client Solutions Coordinator Jobs (NOW HIRING)

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. 

Basic Function: The Advisor Solutions Coordinator role at Lincoln is a critical support position within the Financial Planning & Advisor Solutions team. This role will provide operational, analytical, and administrative support across multiple business lines including Financial Planning, Asset Management Consulting (AMC), Annuities, and Insurance.

This position is designed for an organized, detail-oriented professional who can work across multiple priorities and contribute directly to advisor growth by supporting client deliverables, platform reporting, proposal creation, model maintenance, and process execution. The Advisor Solutions Coordinator will serve as a key internal resource to ensure that advisors and internal team members receive timely, accurate, and high-quality support.

Responsibilities

• Advisor & Practice Support
  • Provide direct support to the Financial Planning and Advisor Solutions team by assisting with requests related to investments, financial planning, annuities, and insurance.
  • Assist in preparing materials and documentation needed for advisor meetings, client reviews, and business development initiatives.
  • Assist with gathering and organizing investment, product, and account data needed for advisor consultations.
  • Partner with internal team members to ensure follow-up on advisor needs, case progression, and team initiatives.

• Proposal & Model Support:
  • Create and support client-facing proposals through Wove and other Lincoln technology platforms.
  • Support the AMC team with analysis and proposal preparation tied to managed solutions such as Premier Asset Management and Personal Portfolio Management.
  • Support Morningstar reporting and performance analysis, including model review and maintenance.
  • Serve as a functional resource on Lincoln platforms and tools including Wove, NetX360+, AdvisorLinc, FP Connect, and Wealth Reporting & Insights.

• Financial Planning Support:

• • Provide support for financial planning deliverables, including plan preparation, data gathering, and coordination of required documentation.
  • Assist Financial Planning Consultants with workflow management and administrative preparation related to financial plan presentations.

• Annuity & Insurance Support:
  • Provide administrative and case support for annuity and insurance business
  • Assist in gathering illustrations, product comparisons, and supporting documentation for annuity and insurance proposals.
  • Support internal team members in ensuring accurate and timely processing within the Insurance Exchange

Skills

• Strong attention to detail with a high level of accuracy and quality control.
• Strong analytical skills, including ability to interpret reports and identify meaningful trends.
• Ability to manage multiple priorities simultaneously while meeting deadlines.
• Highly organized, dependable, and proactive with strong follow-through.
• Strong communication skills, both written and verbal, with professionalism when interacting with advisors and internal partners.
• Strong customer service orientation and ability to work with urgency.
• Comfortable working in a fast-paced, collaborative team environment.
• Ability to learn new systems quickly and adapt to changing priorities.
• Ability to handle confidential information with discretion.

Qualifications/Experience

• Bachelor’s degree preferred (business, finance, economics, or related field).
• 3+ years of experience in financial services, advisor support, operations, sales support, or client service preferred.
• Experience with managed accounts, investment reporting, or portfolio analysis is a plus.
• Familiarity with Morningstar, Wove, NetX, and/or financial planning platforms preferred.
• Series licensing (6/7/63/66) is a plus but not required (depending on scope and compliance structure).
• Strong proficiency in Microsoft Excel, PowerPoint, and Outlook.

Key Characteristics for Success

• Self-starter who can work independently while staying aligned with team priorities.
• High accountability and ownership mindset.
• Strong problem-solving skills with the ability to anticipate needs and reduce friction for the team.
• Comfortable supporting multiple business lines and switching between tasks without losing accuracy.

Physical and Other Requirements

• May sit at workstation for extended periods of time
• May view computer screen for extended periods of time
• Periods of fast pace are normal particularly when working to meet deadlines

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.