201 Office Park Drive, Suite 300
Birmingham, AL 35223
ph: 205.871.6690
fax: 205.803.3331
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Join Our Team

You’re Invited

Brian R. Smith & Lincoln Financial Advisors cordially invite you to a round of Sporting Clays, lunch and camaraderie!

Selwood Farm

Location:
Selwood Farm Hunting Preserve
706 Selwood Rd, Alpine, AL
Thursday, September 12th, 2019
8:15 AM Sporting Clays followed by Lunch

Space is Limited!

Please RSVP to Todd Price by September 4th, LincolnMidAtlantic@LFG.com or call 804-338-2529

Hosted by:
Brian R. Smith CFP®, CRPC®, AIF®, CBEC
Iron Legacy Wealth Advisors
Lincoln Financial Advisors


 

Team of Financial AdvisorsWe are looking for experienced financial advisors to join our team. Lincoln Financial Advisors offers competitive payouts; however the most compelling reason to join Iron Legacy Wealth Advisors is the ability to continue to develop as an entrepreneur while working in a team environment with resources that only a team can provide.

The other advantage of operating a practice in a team environment is the ability to develop a built-in succession plan for later career advisors that will allow them to get greater multiples on their book as well as an opportunity for earlier career advisors to be able to participate in the succession plan of their later career peers.

We have spent years systemizing processes for administration, business processing and marketing. These systems were built with the ability to scale in mind. Some of the benefits of Iron Legacy Wealth Advisors are as follows:

  • CRM system customized to the practice
  • Marketing system in place for social media: Facebook, LinkedIn, Twitter
  • Email marketing systems integrated with CRM data base
  • Systematic quarterly client seminars
  • Established formal marketing agreements with Centers of Influence
  • Established protocols and trained staff for client on-boarding and business processing
  • Team leadership with, CFP®, CRPC®, AIF®, CBEC® designations
  • Specialty in business succession planning

In addition to state-of-the-art systems in place for practice management, we have a wealth of experience on the team who have expertise in qualified plans, business succession planning, and wealth management as well as business processing and compliance. It is difficult to be “all things to all people”; working in a team environment allows advisors to expand the services offered to the clients and to help achieve a world class “client experience”.


 

Job Opening:

Administrative Assistant

Perfect Candidate for an Open PositionWe are currently seeking to add a Part-Time Administrative Assistant to our team.

Responsibilities Include:

  • Scheduling and Maintaining the team Calendars
  • Booking conference rooms, setting up computers, and greeting clients
  • Managing phone calls and incoming and outgoing mail
  • Monitor, maintain, and update the Client Relationship Management system
  • Assist in preparing for client meetings

Requirements:

  • Demonstrate discretion with sensitive information related to the firm, team, and clients
  • High school diploma with relevant administrative experience. A background in marketing or finance would be preferred, but not required
  • Excellent verbal and written communication and organization
  • Ability to prioritize, follow-up, and take direction
  • Proficiency in Microsoft 365 (Word, Excel, Powerpoint, Outlook) and Adobe
  • Availability to work Tuesday through Thursday, 4 hours a day, with a one hour lunch break. This can be flexible

If you are interested, please click on the below button and attach a resume.

 

We are looking for other like-minded people to join our team. If you are interested in career opportunities please send an email to Megan.Spain@LFG.com.