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Remote Ex Financial Advisor information
What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?
| Aspect | Remote Ex Financial Advisor | Remote Financial Planner |
|---|---|---|
| Certifications | CFP, Series 7/66, State licenses | CFP, Series 7/66, State licenses |
| Work Environment | Client consultations, portfolio management, compliance | Client meetings, financial analysis, planning |
| Employer & Industry Usage | Financial firms, banks, independent advisors | Financial advisory firms, banks, independent planners |
| Search & Comparison Intent | Yes | Yes |
Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.
Full-time
Medical, Retirement, PTO
Posted 6 days ago
Lincoln Financial rating
7.4
Based on 73 frontline employees who took The Breakroom Quiz
221st of 299 rated insurance
Job description
Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
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 #: 76304
The Specialist, Stable Value Contracts will apply knowledge and subject matter expertise to the effective administration of stable value contracts, as well as deliver on regular assignments and projects. Contract administration includes, but is not limited to, drafting contracts, researching and responding to issues with existing contracts, and ensuring compliance with regulatory guidelines.
Contract Review & Analysis
- Serves as key accountable party for independent review and analysis of new stable value contracts and contract amendments, ensuring specified terms and delivered services are accurately captured.
- Researches and responds to inquiries on new and existing contracts, making determinations and advising stakeholders on next steps.
- Collaborates with Product Management to assess how new product offerings involving stable value funds will affect current and future contract documentation.
Database Management & Compliance
- Ensures the Stable Value database is fully leveraged to support end-to-end contract lifecycle management in compliance with applicable state filing restrictions.
- Partners with internal stakeholders to ensure accurate and compliant transfer of key information into the stable value database, including crediting rates and state regulatory requirements.
- Adheres to all applicable statutes, regulations, and company protocols; stays current with the state filing team and applicable filing restrictions.
Issue Resolution & Stakeholder Collaboration
- Resolves issues by reviewing data and engaging appropriate internal/external stakeholders to identify root causes within the process.
- Provides information, education, and training on processes, procedures, products, and services within assigned area(s) of responsibility.
Operational Execution
- Performs and delivers on routine assignments and projects, applying subject matter knowledge within assigned area(s) of responsibility.
- Provides input on the potential impact of proposed processes on current operational approach and compatibility with applicable systems.
Continuous Improvement & Strategic Contribution
- Identifies and communicates process improvements to management that reduce workload or improve quality within assigned area(s) of responsibility.
- Maintains awareness of current and emerging trends within assigned area(s) of responsibility, assesses their impact, and collaborates with management to incorporate relevant developments into current and future solutions.
- Supports organizational initiatives by positively influencing and advancing change management efforts at the departmental and/or enterprise level.
- Participates in and contributes to projects related to Stable Value or Workplace Solutions, as needed.
- 1 - 3 Years of experience in retirement plan operations and/or retirement plan/contract experience
- Strong analytical, problem solving, and data interpretation skills, including the ability to evaluate trends and apply mathematical concepts.
- Excellent judgment, discretion, and organizational skills with the ability to prioritize, multitask, and manage projects in a fast paced environment.
- Effective communicator and collaborator with strong interpersonal and relationship management skills; able to influence and build consensus.
- Proficiency with Excel and the rest of the Microsoft Office suite (Word, Outlook, PowerPoint), esp. handling and analyzing large datasets, use of pivot tables, and development of reports that support business decision-making.
- Ability to perform under stress in cases of emergency, critical or hazardous situations.
- Ability to work with others in a team environment.
- Demonstrates solid relationship management skills with internal clients (e.g. management, peers and colleagues).
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a time-sensitive environment, while maintaining strict attention to detail and meeting deadlines.
- Demonstrates strong interpersonal skills with a collaborative style.
- Demonstrates the ability to use sound judgment and discretion regarding confidential information.
- Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or
commanding. - Successfully completes regulatory and job training requirements.
- Ability to travel up to 10% as needed
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Applications for this position will be accepted through 9/1/2026, subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial, 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:
-
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
-
Leadership development and virtual training opportunities
-
PTO/parental leave
-
Competitive 401K and employee benefits
-
Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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Work arrangements that work for you
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Effective productivity/technology tools and training
The pay range for this position is $55,700 - $100,200 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an 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, Instagram, and YouTube. 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 (866) 922-6543.
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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About Lincoln Financial
Sourced by ZipRecruiter
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Radnor, PA, US
Year founded
1905