About this role
Advisor Solutions Coordinator at Lincoln. Location: Fort Washington, Pennsylvania, United States. Role: support advisors, prepare proposals, analyze data Requirements: Support across financial planning, AMC, annuities, and insurance; prepare materials; manage data and workflows. Category: Business Operations Seniority: Mid Level Tools: Morningstar, Wove, NetX360+, AdvisorLinc, FP Connect, Wealth Reporting & Insights Certifications: series licensing (6/7/63/66) Commitment: Full Time Workplace: Onsite Languages: English