Lincoln Holdings LLC jobs - 29 jobs

L incoln H ealthcare is currently seeking experienced and compassionate RNs and LPNs to help us to provide our medically fragile patients with the home care they need. We have immediate position in the Greater Philadelphia area with an assignment ranging from per-diem/ part-time to a full 40 hours per week. On-call nurses are welcome too! Because we provide care for such a wide range of pediatric clients, we make every effort for our team to select assignments that match their expertise and preference. Job Description FOR MORE INFORMATION PLEASE CALL AND INQUIRE! ************** Coatesville, PA: 25 year old female, TBI patient, G-tube, medication administration, LPN only Sunday 7a-3p, 3p-11p Monday 7a-3p, 3p-11p Tuesday 7a-3p, 3p-11p Wednesday 7a-3p, 3p-11p Thursday 7a-3p, 3p-11p Friday 7a-3p, 3p-11p Saturday 7a-3p, 3p-11p Coatesville, PA: 6 year old female, Central line, medication administration, RN only, needs to be able to go to school with her, 50 hours per week, 40 hours + 10 hours at OT rate (time and a half) Monday 6:45a-4:45p Tuesday 6:45a-4:45p Wednesday 6:45a-4:45p Thursday 6:45a-4:45p Friday 6:45a-4:45p Philadelphia, PA: 50 year old female, future central line, medication administration, light ADL's, RN only Sunday 5a-1p Monday 5a-1p Tuesday 5a-1p Wednesday 5a-1p Thursday 5a-1p Friday 5a-1p Saturday 5a-1p Philadelphia, PA: 58 year old female, T/V, g-tube, medication administration RN only Sunday 7a-7p, 7p-7a Monday 7a-7p, 7p-7a Tuesday 7a-7p, 7p-7a Wednesday 7a-7p, 7p-7a Thursday 7a-7p, 7p-7a Friday 7a-7p, 7p-7a Saturday 7a-7p, 7p-7a Crum Lynne: 25 year old male, TBI patient, T/V, G-tube, medication administration, LPN only Sunday 7a-3p, 3p-11p Monday 3p-11p Wednesday 3p-11p Thursday 3p-11p Friday 7a-7p Saturday 3p-11p Media, PA: 25 year old male, T/V patient, LPN only Friday 11p-7a Saturday 7a-7p, 7p-7a Sunday 7a-7p, 7p-7a Additional Information About Us Lincoln Healthcare provides in-home nursing services. We specialize in one on one patient care. Lincoln Healthcare is known and recognized for its high level of service in what we do best. Lincoln Healthcare provides in-home private duty nursing for patients with complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Both-Full Time and Part-Time positions available immediately. Flexible scheduling for your circumstances (attending school, raising children, working another job, etc). Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts). We provide caregiver services for a variety of different types of cases (age, conditions, locations, acuity, etc). Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc). Much lower stress and work load compared to many other avenues of nursing. Lincoln Healthcare provides extensive training and support to our caregivers both in a clinical. and operational manner. Competitive Hourly Rates! Health Benefits! Just looking for a little extra work around your primary job? Private duty home care could be just what you're looking for. Many of our nurses work part time around another job. Our scheduling is flexible. We help families all throughout the Greater Philadelphia Area. The shift schedule in each family's home is based on what works best for their individual family, so there are many cities and shifts to choose from to see what works best with your schedule.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. 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.

Basic Function : To lead the growth of the Employee Advisor channel by helping existing financial professionals (FPs) reach increased levels of productivity and recruiting new FPs to the team. The Director, Employee Advisor Group would lead a strong and repeatable client experience that leads to our FPs being seen as trusted advisors delivering high quality advice in a way that drives best-in-class client retention in a compliant way. General Expectations: Lead with the values that are core to Lincoln's culture and foster a spirit of cooperation across the team. Drive a consistent and modern client experience built around financial planning and client implementation of financial advice. Motivate and encourage efforts to grow sales and revenue by deepening existing relationships and increasing wallet share while simultaneously leading robust new client acquisition. Collaborate with other leaders at Lincoln to improve existing Lincoln policies and procedures and suggest new ones, identify new areas of opportunity for deeper client relationships, new products, or technological innovations. Implement and monitor Employee Advisor Group budget and sales goals with the SVP, Employee Advisor Group. Responsibilities : The Director, Employee Advisor Group oversees operations, while providing sales leadership and support to Employee Advisor financial professionals in the home office and in satellite offices. Leadership Ongoing, proactive coaching and guidance for financial professionals as they progress towards their personal, professional and developmental goals. Training and assisting financial professionals, sales assistants, and office staff on paperwork, technology and compliance procedures. Partner with financial professionals and Home Office staff to resolve operational issues quickly and efficiently while transferring best practices and skill sets to the team. Design and implement recruiting strategies to attract new financial Professionals. Plan, schedule, and run team meetings at least monthly. Source, schedule and coordinate seminars and financial wellness engagements. Complete annual performance reviews and supervise performance review process and salary reviews. Encourage financial professionals to participate in Lincoln sponsored events. Support Lincoln's effort to provide succession solutions to independent financial professionals by leading the integration of acquired books of business. Field Compliance and Supervision Lead a culture of compliance that aligns with federal, state and company regulations, policies and procedures. Serve as the on-site supervisor in the event of an inspection by compliance or regulatory agency and be the point of contact responsible for executing on the written compliance procedures at the branch level. Execute day-to-day review of our FIS transaction blotter, email and correspondence review. Escalate as necessary. Ensure new business meets suitability requirements. Review all client complaints and work with the Compliance Department to respond in a timely manner. Assist financial professionals in dealing with client issues and problems. Manage to approved budget. Prepare annual and quarterly reviews. Meet with financial professionals regularly to review their progress and discuss areas of concern. Coordinate with internal departments for all site management including: facilities functions, incoming and outgoing mail, inter-office correspondence, faxes, office supplies, postage, hardware/software needs, copiers and maintenance, printing, phones, and miscellaneous purchases and maintenance. Knowledge/Experience : Minimum 3 years of sales experience and supervisory experience of investment operations. Minimum 10 years of financial services industry experience, ideally leading financial professionals. Comprehensive understanding of financial planning, including how to use tools like eMoney or MoneyGuidePro. Experience with a modern CRM (Salesforce preferred). Thorough knowledge of Microsoft Office suite tools. Customer service, financial professional and Executive interaction experience. Education/Training : Bachelor's degree in a related field of equivalent combination of education and experience Series 7 Series 24 (preferred, not required) Series 63 and 65 OR Series 66 CFP, CLU, ChFC designation preferred Skills Required : Oral and written communications Customer relations orientation Organizational and time management skills Planning Leadership abilities Project management capabilities Physical/Other Requirements : May sit at work station for extended periods of time; may view video display screen for extended periods of time also. Periods of fast pace are normal particularly when working to meet deadlines. Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. 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.

LINCOLN HEALTHCARE SPECIALIZES IN PROVIDING IN-HOME CARE TO PATIENTS IN NEED OF COMPANION, PERSONAL, AND ATTENDANT CARE Lincoln Healthcare provides in-home Companion, Personal care, and Attendant care services. Lincoln Healthcare is known and recognized for its high level of service in what we do best, Companion, Personal care, and Attendant care. Lincoln Healthcare provides in-home care for patients needing a helping hand to the most complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Job Description • Both-Full Time and Part-Time positions available immediately • Why commute to a facility when you can work close to home, maybe even in your own neighborhood? • Flexible scheduling for your circumstances (attending school, raising children, working another job, etc) • Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts) • We provide nursing services for a variety of different types of cases (age, conditions, locations, acuity, etc) • Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc) • You have the ability to choose the case they want to work with based on their preferences of schedule, commute, acuity, and environment • Much lower stress and work load compared to many other avenues • Lincoln provides extensive training and support to our nurses both in a clinical and operational manner • Exceptional hourly pay to workload ratio!! • Health Benefits Qualifications • CNA or HHA license Additional Information ************************* Call: ************

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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: Under general supervision by Lincoln's Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to existing clients on non-solicited business; process new business, financial/non-financial orders. This individual uses advanced knowledge, and skills obtained through experience and/or training to provide general support to assigned advisors and/or teams. Maintains direct contact with clients to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Maintains a high level of organization in a sometimes fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information. May lead the work of others and provide training, coaching, and mentoring to less experienced associates. May perform various sales related duties as directed with supervision. *In-office, Hybrid and Remote work opportunities available* Responsibilities: Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous service Prepare and submit all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor Process financial and non-financial requests Mailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clients Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) Status Action Items - assist advisors in resolving issues Support assigned advisors with the preparation and development of financial plans Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans. This could include gathering investment statements, insurance policies, tax returns, etc. Support financial advisors' current clients through the annual review process by making and confirming appointments. Support prospecting by entering leads in CRM, sending introductory email to prospects, contact referrals to make appointments Responsible for managing the on-going client review meeting process which includes keeping the FA's calendar, setting meetings, and, under the FA's direction, preparing what is required for the meetings Provides general support to assigned FAs and/or teams. On limited bases may lead the work of others and provides training, coaching, and mentoring to less experienced associates if manager and SRVSA not available Multi-task and prioritize under pressure Other job duties as assigned Skills: Assisting in marketing sponsored events to appropriate clients. Analyzing problems, establishing solutions in a fast-paced environment Gathering and compiling data and information for reporting purposes Responding professionally to inquiries and researching and resolving problems in a timely manner. Communicate effectively, both orally and in writing. Highly motivated self-starter who can work independently with minimal supervision Knowledge/Experience: Possess knowledge of the financial services industry, client database functions, Microsoft Office tools, CRM, ability to navigate technology easily. Education/Training: Minimum 2 to 5 years of experience in a financial sales assistant position Series 6/7 preferred (must obtain license within 6 months to retain employment) Bachelor's degree preferred not required 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. Please e-mail ************************** to submit your resume.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. Position Overview: We are seeking a dynamic and strategic Chief Information Officer (CIO) to lead our technology organization with an emphasis on collaboration, culture, and driving excellence. This executive will engage with stakeholders across the organization to align technology initiatives with broader company objectives, ensuring seamless integration and communication. The successful candidate will be a visionary who can inspire and empower teams while fostering a culture of innovation, accountability, and high performance. A primary responsibility will involve identifying and implementing cost-appropriate technology solutions that enhance infrastructure, improve delivery, and increase efficiency. This position calls for a motivated leader capable of balancing strategic insight with operational excellence to drive measurable results. Key Objectives Strategy & Planning: Align IT objectives and programs to our key business objectives and strategies to ensure that the investments we are making in technology are in line with our business and financial professionals' needs. Work in partnership with the business leaders and Transformation Office to define and revise our IT Strategy and Roadmaps as necessary to ensure this outcome. Stay updated with emerging trends & align these to the firm's objectives. Coordinate IT initiatives and operations across the business in alignment with our Strategic Vision and Mission. Technical Leadership: Provide leadership across IT teams, offering guidance on complex tech issues and making key decisions regarding systems and platforms used in the delivery of IT services. Drive innovative thinking along with modern application and data strategies to design solutions that respond to financial professional's needs, emerging technologies, and tools, including driving the firm's AI, Cloud Computing, and Automation strategy. IT Operations Management: Oversee IT operations, ensuring seamless integration and functionality across all offices and projects. Work closely to coordinate IT operations and support. Oversee planning functions, managing quality, deadline, and budgetary expectations with a focus on ROI metrics. Manage the ongoing growth and development of our IT staff. Security & Compliance: Oversee and maintain robust IT security protocols and ensure compliance with industry standards and regulatory requirements. Provide the necessary protections to ensure our clients and assets are protected. Ensure that the firm continues to meet/exceed all regulatory security standards in coordination with our Chief Information Security Officer (CISO). Business Continuity: Develop, implement, and maintain disaster recovery and business continuity plans to safeguard the firm's operations and data integrity. Provide systems and solutions to ensure that the firm can continue to operate and serve our clients in the event of a broad range of potential disruptions. Enterprise Architecture: Oversee and maintain a comprehensive enterprise architecture framework that supports the company's strategic objectives and facilitates efficient and effective IT service delivery. Develop long-term IT roadmaps and frameworks to guide technology decisions. Establish and maintain technology standards across the organization Position Responsibilities Technology Leader/Visionary leading the development and execution of long-term IT strategies, roadmaps, and initiatives that align to business objectives. Identify and assess emerging technologies to drive innovation, competitive advantage, and cost savings. Ensure strong commitment to strategy by effectively communicating to both technical and non-technical stakeholders, the relevant tactics and priorities with transparency across the Executive Leadership Team. Oversee talent management of the IT organization through direct supervision, talent development and recruitment, fostering a culture of excellence and continuous improvement. Promote cross-functional collaboration and ensure effective communication across the enterprise. Oversee the maintenance and modernization of the company's IT infrastructure, Simplify the existing system complexity by consolidating duplicative systems and processes, applying standards, and leveraging cost effective vendor system and application services where appropriate. Ensure the reliability, scalability, and performance of IT systems and services that are KPI and SLA driven. Oversee and manage comprehensive cybersecurity strategies to protect the firm's data and systems. Conduct regular security assessments and audits and respond to security incidents promptly. Lead and manage IT projects from conception to completion, ensuring they are delivered on time, within scope, and within budget, utilizing industry standard project management methodologies to track progress and mitigate risks. Establish and manage relationships with external IT vendors and service providers, including negotiating contracts, monitoring performance, and ensuring the most cost-effective solutions are in place for our business needs. Develop and manage the IT budget, ensuring optimal allocation of resources; monitor and report regularly to the Executive Leadership Team on IT spending, identifying opportunities for cost savings. Ensure IT policies and procedures comply with legal, regulatory, and industry standards, and promote a culture of compliance and ethical behavior within the IT department. Leadership Responsibilities Develop the overall culture and capabilities of the IT organization. Be a leader of the organization to provide Advisor-first domain solutions that are aligned to enterprise level solutions. Actively lead multiple projects, initiatives, and teams across the organization Engage in talent strategy to find specialists, leaders, and future professionals for the firm through resume review, interviews, and leveraging personal network. Directly supervises, trains, and mentors team members. Create and drive new ways of working through contributing to the development of services, standards, procedures. Minimum Qualifications Bachelor's degree, MBA preferred, or equivalent with 10 plus years of technology leadership of growing accountability and demonstrated success Organizational and Strategic Agility with a broad business perspective (i.e. not just a technologist, but rather one who can guide a business discussion on how technology can solve various At least 10 years of progressive IT experience, with 5+ years in a senior leadership role) Experience in the Financial Services industry and/or other Professional Services is highly desirable. Strong knowledge of IT infrastructure, cloud computing, cybersecurity, and digital transformation technologies. Proficiency in project management and IT service management (ITSM) frameworks (e.g., PMP, ITIL. Agile). Proven ability to lead and manage a diverse IT team. Excellent strategic thinking, problem-solving, and decision-making skills. Proven ability to develop financial models of ROI for proposed technology to guide decision making. Demonstrated ability to modernize technology, establish successful integration patterns and use emerging technologies to address opportunities to grow the business. Demonstrated experience and leadership in managing a team of professionals to meet end user support services for geographically dispersed organizations. Excellent interpersonal, technology management, problem-solving, customer service, and oral and written communications skills. Exceptional knowledge of enterprise technology systems. Demonstrated experience operating within a complex and fast paced environment. Experience in managing significant technology vendor relationships. Track record of staying current with technology trends and business use of such. Experience in building and leading effective and successful teams. Ability to inspire and motivate a team to action. Ability to be an effective listener and communicator. Key Skills Collaboration & culture Integration and communication Cost Effective Technology solutions Data Strategy and Management Planning and ROI Metics Disaster Recover and Continuity Enterprise Architecture Future state assessments Resource optimization Vendor Management Upskilling (mentoring, training, talent) Listening , strategic thinking, problem solving 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. Please e-mail ************************** to submit your resume.

Lincoln Healthcare provides in-home skilled nursing services to pediatric patients, and specialize in tracheostomy, ventilator dependent, and tube fed patient care. Lincoln Healthcare is known and recognized for its high level of service in what we do best, Pediatric Nursing Care. Lincoln Healthcare provides in-home private duty nursing for patients with complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Job Description • Both-Full Time and Part-Time positions available immediately • Why commute to a facility when you can work close to home, maybe even in your own neighborhood • Flexible scheduling for your circumstances (attending school, raising children, working another job, etc) • Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts) • We provide nursing services for a variety of different types of cases (age, conditions, locations, acuity, etc) • Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc) • Nurses have the ability to choose the case they want to work with based on their preferences of schedule, commute, acuity, and environment • Much lower stress and work load compared to many other avenues of nursing • Gain valuable experience in the "high demand" pediatric field working one-on-one with kids • Lincoln provides extensive training and support to our nurses both in a clinical and operational manner • Exceptional hourly pay to workload ratio • Health Benefits (Medical, Dental, and Vision) • 5 days of Sick Time/PTO per year Qualifications The following factors are financially rewarded but are not required to apply: *Pediatric Experience *Vent & Trach Experience *Night Nurses Additional Information *************************

Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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 Asset Management Consultant role at Lincoln is a key field-facing position that will directly support our financial professionals and staff as they serve their clients with asset management. Candidates for this role must have a deep understanding of the advisor's experience as well as knowledge of all products and platforms available through Lincoln Investment. This consultative, relationship-driven position involves leveraging your expertise in investment strategies and sales to help Lincoln financial professionals identify professionally managed solution opportunities for appropriate clients, both proactively and reactively. You will be responsible for providing guidance on investment strategies, product/program guidelines, and tailored solutions through both outbound and inbound consultations, while also contributing to business plans and leading sales campaigns. Responsibilities Work proactively with financial professionals to help identify areas of opportunity for growth in their asset management business. This will involve: Contributing to the advisors understanding and execution of top line growth strategies to organically grow their practice. Consult with branches and offices throughout Lincoln's advisor network to identify areas within the practice to better leverage available products and services. Conduct analysis of existing practices to help identify opportunities for growth or to better leverage available products and resources. This will involve working closely with RVPs and field leadership to address priorities within each region. Highlight the business benefits and advantages of using Lincoln specific programs like Premier Asset Management and PPM. Be a Subject Matter Expert (SME) on Lincoln's core technology platforms including Wove and NetX as well as Lincoln proprietary programs like Account Central, AdvisorLinc, and FP Connect. Participate and support advisor training programs that are hosted by our Learning and Development team. This will include group and one-on-one training sessions. You will also act as part of our “triage training” team which responds to field requests when specific, more urgent training or instruction is needed in the field. Proactively conduct outbound calls to financial professionals. Work with financial professionals to identify potential opportunities and present Premier Asset Management, Select Manager Strategists and PPM solutions that align with their clients' needs. Develop a deep understanding of the full spectrum of Premier Asset Management (IM&R) and Select Manager strategies and associated fees to effectively communicate their benefits to advisors. Work with IM&R to evaluate and propose solutions for complex needs. Provide ongoing education and support to advisors, addressing questions about professionally managed accounts, client or strategy investment performance, and issues that may arise. Participate in sales and marketing initiatives to promote Premier Asset Management, Select Manager Strategists and PPM, conducting educational sessions for advisors, and providing ongoing training on product features and updates. Ensure a high level of advisor satisfaction by responding to inbound calls and emails from financial professionals Skills Strong analytical skills and understanding of investment principles, investment products, portfolio management strategies and market dynamics. Ability to build rapport quickly, establish trust and maintain long-term relationships with financial professionals. Proven track record in sales, with excellent communication and presentation skills. Creative problem solving - able to be immersed in complex problems with the critical thinking needed to create solutions. Team player - willingness to work in a team environment, collaborating with others to help accomplish a single goal. Strong attention to detail and a commitment to quality. Self-starter who can operate independently and move quickly from one task to another. High degree of professionalism, excellent work ethic, and a strong sense of accountability to deliver results. Flexible and adaptable to change. Education and Experience Bachelor's degree in business administration, finance, economics, or a related field (preferred). Series 7, Series 63 and Series 65 (or Series 66) required. Professional designations in the financial services industry are not required but always encouraged. CFP, CRPC, ChFC, APMA and or CIMA (desired). MS Office Suite experience including Word, Excel, Outlook email & calendar, PowerPoint. Comfortable preparing and helping to deliver presentations to advisors and business leaders. Demonstrated sales and coaching experience, or experience as a financial advisor or internal wholesaler. Deep understanding of managed account and advisory platforms (desired). Physical/Other Requirements: May sit at workstation for extended periods of time. 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.

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. Position Overview: The Director of Digital Solutions is responsible for leading the strategy, design, and delivery of digital platforms that enable Lincoln's advisors, clients, and employees to connect, collaborate, and grow. This role will oversee product management for advisor and client portals, digital onboarding, collaboration platforms, and emerging technologies that enhance the overall digital experience. The Director will serve as the primary business-facing leader for digital initiatives, ensuring that technology solutions drive measurable business outcomes and align with Lincoln's vision of advisor and client excellence. Key Responsibilities Digital Strategy & Roadmaps Define the digital solutions strategy and roadmap in partnership with business stakeholders, aligning with enterprise goals. Translate advisor/client journeys into actionable digital initiatives with clear outcomes. Product Management Lead product management across advisor and client-facing digital platforms (e.g., advisor portal, mobile/web apps, onboarding solutions). Drive continuous iteration of digital platforms based on feedback, analytics, and adoption data. Innovation & Emerging Technology Identify and evaluate emerging technologies (AI copilots, personalization, digital collaboration tools) that create value for advisors and clients. Pilot and scale innovative digital capabilities that enhance competitiveness and efficiency. Experience & Adoption Champion user-centric design, working with UX/UI teams to ensure intuitive, accessible digital experiences. Partner with business leaders to drive adoption, change management, and training. Cross-Tower Collaboration Collaborate with Engineering, Architecture, Data, Infrastructure, and Cybersecurity to ensure digital platforms are secure, scalable, and integrated. Partner with Digital Workplace to align employee productivity tools with advisor and client digital experiences. Metrics & Value Realization Define and track KPIs for digital adoption, satisfaction (NPS, CSAT), and business outcomes. Regularly report progress and outcomes to the CIO, ELT, and Board as required. Team Leadership Build and lead a high-performing team of product managers, digital analysts, and innovation leads. Develop talent with a strong focus on product thinking and digital strategy capabilities. Qualifications Bachelor's degree in Business, Computer Science, Digital Media, or related field (Master's preferred). 10+ years of experience in digital strategy, product management, or technology delivery, with at least 5 years in a leadership role. Proven success in leading digital transformation initiatives in financial services or a similarly regulated environment. Strong knowledge of modern product management practices, UX design, and agile methodologies. Experience with advisors or client-facing digital platforms is strongly preferred. Demonstrated ability to collaborate across business and technology towers. Excellent communication skills, with experience presenting digital initiatives to executive and board-level audiences. Strong leadership, influencing, and talent development skills. Leadership Qualities Strategic Visionary - able to define a clear vision for digital and translate it into actionable roadmaps. Business Partner - comfortable engaging with Distribution, Marketing, and Advisor Services as a peer. Innovator - curious about new technologies and able to translate them into practical business applications. Outcome-Oriented - focused on adoption, satisfaction, and measurable business impact. Team Builder - develops high-potential talent and builds a culture of innovation and accountability. 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.

*Seeking an individual to work In-Person (Fort Washington, PA office), Hybrid or Remote* Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. Role Overview: The Financial Product & Platform Management Sr. Specialist will report to the Director, Financial Products & Platform Management. This role will be responsible for maintaining, conceptualizing and building new product offerings with the support of our Investment Management, Advisor Consulting, Practice Management, Operations and Service, Technology and Relationship Management teams. This individual will own all aspects of our product line from the ground up to support our rapidly growing business. This role requires ideation, defining requirements through our Product & Platform Committee, and assisting various teams through to execution and launch. Responsibilities: Responsible for all aspects of the development and implementation of assigned products including the business change. Act as a single point of contact for assigned products. Coordinate all activities and report regularly to senior leadership teams. Participate in and manage the Product & Platform bi-weekly meetings Assist in defining internal controls as well as policies and procedures related to the ongoing administration of Lincoln's product shelf. Work in partnership with business leaders to obtain and commit necessary resources at the appropriate time, level, and expertise to support the products. Ensure compliance with using appropriate product management tools, processes and procedures. Manage the overall vendor relationships and ensure their delivery, on time and on budget. Manage the end-to-end product life cycle including market needs, opportunity definition, roadmap, and requirements to launch products with durable competitive advantage. Drive competitive and comparable research to identify unmet needs, product gaps, and inform prioritization decisions. Obtain advisor feedback to gather foundational insights and test out new product concepts. Use rapid experimentation to learn quickly, iterate, and get it right. Manage service level agreements with outside vendor relationships. Work closely with cross-functional teams, including Sales Management, Practice Management, & Relationship Management to ensure seamless execution of our product strategy. Manage whole product releases to ensure the entire company is ready to sell, implement, and support major feature roll-outs. Qualifications: Bachelor's Degree preferred Minimum of 5 years of experience in the financial services industry Series 6/7 preferred Experience with TAMPS, platform managers, asset managers, and custodians preferred. High EQ, intuition and skills in communicating your strategy across the company with end users. Strong analytical skills; a data-driven problem solver. Product management experience to include experience leading very large mission critical products that involve significant business and technology change. Experience developing and negotiating partnerships with external vendor/ suppliers. Expertise managing outsourcing service agreement including tracking of Service Level Agreements (SLAs). Strong knowledge of business case development including cost/benefit analysis, NPV, and current and future state assessment Superior oral, written and interpersonal communication skills. Strong presentation and facilitation skills necessary to communicate and persuade a wide range of audiences. 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. Please e-mail ************************** to submit your resume.

Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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 primary responsibility of the Supervising Principal is to serve as the Designated Supervisor and to supervise the sales activities of Financial Professionals (“FP”) in an assigned area. Other responsibilities include communicating regularly with Financial Professionals regarding compliance regulations and serving as an expert resource on compliance questions and issues. Responsibilities: Supervise the sales activities of FPs in an assigned territory including, but not limited to, the review of new business, correspondence, and email. Review exception reports and various other reports for suitability. Investigate questionable transactions and take corrective actions which may require FP and/or investor contact. Answer compliance questions from Financial Professionals and their office staff. Participate in pre-audit briefings with Branch Examinations. Conduct Designated Supervisor ("DS") Visits to FP's business locations across the country to assist in properly supervising the FP, which includes but is not limited to: Completion of a check list of questions. Review office and client files for business and correspondence not submitted through the BD and or not approved by the BD. Work with the Vice President of Supervision to identify, supervise, monitor, and document FPs who are recognized as requiring Special Supervision. Develop criteria for how and why these FPs are identified, monitored and when this monitoring is no longer necessary. Assist in the creation of customized Special Supervision programs for individual FPs and support carrying out the programs as required. May assist the Compliance Department in identifying and investigating investor complaints received and prepare (or coordinate with the Compliance Department to prepare) the written response to the investor within thirty (30) days of receipt of the complaint. This includes, but is not limited to, conducting an analysis of the complaint, analyzing the alleged losses in the account, and interviewing Branch Managers and FPs. Assist in preparing training materials and presenting at compliance training meetings as needed. Other tasks as needed which may include but are not limited to: Contribute to the update of procedural manuals or written supervisory procedures as needed. Assist in the creation and/or implementation of new DS/FP Compliance Memorandums as needed. Work with Compliance Advisors on special projects as needed. Skills: Ability to gather, analyze and display data in an appropriate format and keep accurate and organized records/documentation. Aptitude to assess a situation and make a decision on how to move forward. Ability to assess business risks to the firm and bring these matters to supervisor's attention. Capacity to work independently. Excellent oral and written communication skills. Organizational and time management skills (e.g., ability to effectively manage multiple priorities). Ability to conduct oneself in a diplomatic and professional manner. Offer creative solutions to issues. Project management capabilities. Exceptional attention to detail. Provide an outstanding level of service and a helpful attitude to DSs, FPs and co-workers. Knowledge/Experience: Three to five years of experience in the securities industry (preferably in compliance and/or supervision). Working knowledge of FINRA, SEC, MSRB and ERISA rules & regulations as they apply to both broker/dealers and registered investment advisors. Thorough understanding of securities products, insurance products (including variable annuities, equity indexed annuities and fixed annuities) and investment advisory programs. Employee new to this role may have up to 90 days to meet requirements per FINRA regulations. Education/Training: Bachelor's degree in a related field or the equivalent combination of education and/or experience. Certification/Licenses: Series 7, Series 24, Series 53, and Series 66 (or equivalent, i.e. Series 63 & Series 65) licenses required. Series 9/10 preferable. Series 4 helpful, but not required. 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.

Lincoln Healthcare is currently seeking experienced and compassionate RNs and LPNs to help us to provide our medically fragile patients with the home care they need. We have immediate position in the Greater Philadelphia area with an assignment ranging from per-diem/ part-time to a full 40 hours per week. On-call nurses are welcome too! Because we provide care for such a wide range of pediatric clients, we make every effort for our team to select assignments that match their expertise and preference. Job Description Here are the available shifts: Day and Night Shift RN: • Philadelphia, PA: Sunday-Saturday, 7a-7p, 7p-7a, 54-year-old female (Trach and vent care, G-Tube, O2, Pulse Ox) Additional Information About Us Lincoln Healthcare provides in-home nursing services. We specialize in one on one patient care. Lincoln Healthcare is known and recognized for its high level of service in what we do best. Lincoln Healthcare provides in-home private duty nursing for patients with complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Both-Full Time and Part-Time positions available immediately. Flexible scheduling for your circumstances (attending school, raising children, working another job, etc). Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts). We provide caregiver services for a variety of different types of cases (age, conditions, locations, acuity, etc). Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc). Much lower stress and work load compared to many other avenues of nursing. Lincoln Healthcare provides extensive training and support to our caregivers both in a clinical. and operational manner. Competitive Hourly Rates! Health Benefits! Just looking for a little extra work around your primary job? Private duty home care could be just what you're looking for. Many of our nurses work part time around another job. Our scheduling is flexible. We help families all throughout the Greater Philadelphia Area. The shift schedule in each family's home is based on what works best for their individual family, so there are many cities and shifts to choose from to see what works best with your schedule.

Manager Advisor Service (Operations Processing) Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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 Services Manager will play a pivotal role in supervising the day-to-day operational responsibilities of their team. Under the supervision of the Director, Operations and Service, the Manager is responsible for leading a team of operations processing associates. This work can include but is not limited new accounts, purchases and transfers. What are we looking for? We want collaborators who can deliver a best-in-class advisor experience. Must be team oriented and client-focused while executing in a way that inspires creativity and continuous improvement. Duties may include but are not limited to: Operations Management: Manage, monitor and track workflow input/output to ensure service levels are met. Provide statistical information for executive and management use. Develop and maintain written standard operating procedures, how-to documents, and workflow diagrams for completing activities on incoming and outgoing requests. Troubleshoot and solve service requests, money movements, and applications for new and existing clients. Ensure work is appropriately prioritized in partnership with Priority Advisor requests. Collaborate with Service Team for issue resolutions. Service Leadership: Collaborate with internal partners and teams in support of the advisor/client relationship to resolve complex issues in a practical and helpful manner. Proactively cultivate relationships with branch personnel, financial representatives as well as other external and internal customers. Lead quarterly business reviews with assigned Advisor/Branches. Participate in and/or lead staff and operations meetings, write executive notes, and work on special management projects as required. Provide backup assistance to team members as necessary; perform other duties and responsibilities. Team Leadership: Hires, evaluates, and supervises staff. Conducts performance evaluations, and establishes and monitors individual and team goals in conjunction with Lincoln's strategic and business plans. Provides guidance/coaching to staff on handling more complex issues. May serve as the initial point of contact for escalated issues. Provides ongoing support, supervision, training, and development opportunities for team members, offering guidance and informing best practices. (i.e. side-by-side call coaching sessions) Assist with approvals and overrides as needed to ensure workflow and risk mitigation. Knowledge/Experience: Minimum of 5-7 years of experience in the Financial Services/Investment Operations industry. Experience with another transfer agent, broker/dealer or mutual fund company. Thorough knowledge of retirement plans, customer service, transaction processing, and compliance. 2-3 yrs. previous supervisory/management experience or prior experience owning a business Licensing: SIE and Series 99 or ability to obtain within 6 months of hire Skills: Excellent verbal and written communication Detail oriented and accurate Exceptional organization and time management skills Customer service orientation Ability to work independently and in team environment Strong analytical and problem-solving skills Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems. Ability to maintain knowledge base of multiple products and services Previous financial background Ability to solve practical problems and deal with multiple variables in situations with limited guidance A strong fundamental understanding of Securities Operations Education/Training: Bachelor's degree or equivalent combination of education and/or experience. Formal or informal knowledge of the financial planning discipline. Physical/Other Requirements: View computer screen for extended periods of time. Ability to work in a fast-paced environment as needed. May be required to lift 25 lbs. 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.

About Us Lincoln Healthcare provides in-home nursing services. We specialize in one on one patient care. Lincoln Healthcare is known and recognized for its high level of service in what we do best. Lincoln Healthcare provides in-home private duty nursing for patients with complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Both-Full Time and Part-Time positions available immediately. Flexible scheduling for your circumstances (attending school, raising children, working another job, etc). Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts). We provide caregiver services for a variety of different types of cases (age, conditions, locations, acuity, etc). Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc). Much lower stress and work load compared to many other avenues of nursing. Lincoln Healthcare provides extensive training and support to our caregivers both in a clinical. and operational manner. Competitive Hourly Rates Health Benefits Job Description Here is an immediate opportunity: Day Shift (LPN or RN): •Crum Lynne (RN Only): Monday, Wednesday, Thursday, Friday, Saturday and Sunday 3pm-11pm and Sunday 7am-3pm, 25 year old male (G-Tube, Trach, LTV Ventilator) Additional Information Just looking for a little extra work around your primary job? Private duty home care could be just what you're looking for. Many of our nurses work part time around another job. Our scheduling is flexible. We help families all throughout the Greater Philadelphia Area. The shift schedule in each family's home is based on what works best for their individual family, so there are many cities and shifts to choose from to see what works best with your schedule.

LINCOLN HEALTHCARE SPECIALIZES IN PROVIDING IN-HOME CARE TO PATIENTS IN NEED OF COMPANION, PERSONAL, AND ATTENDANT CARE Lincoln Healthcare provides in-home Companion, Personal care, and Attendant care services. Lincoln Healthcare is known and recognized for its high level of service in what we do best, Companion, Personal care, and Attendant care. Lincoln Healthcare provides in-home care for patients needing a helping hand to the most complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Job Description • Both-Full Time and Part-Time positions available immediately • Why commute to a facility when you can work close to home, maybe even in your own neighborhood? • Flexible scheduling for your circumstances (attending school, raising children, working another job, etc) • Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts) • We provide nursing services for a variety of different types of cases (age, conditions, locations, acuity, etc) • Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc) • You have the ability to choose the case they want to work with based on their preferences of schedule, commute, acuity, and environment • Much lower stress and work load compared to many other avenues • Lincoln provides extensive training and support to our nurses both in a clinical and operational manner • Exceptional hourly pay to workload ratio!! • Health Benefits Qualifications • CNA or HHA license Additional Information ************************* Call: ************

Sales Assistant (Onsite, Horsham, PA) Basic Function: This individual uses advanced knowledge and skills obtained through experience and/or training to provide general support to assigned advisors. Under general supervision, the Sales Assistant will provide service to existing clients on non-solicited business; process new business, financial/non-financial orders. Maintains direct contact with clients to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information. May perform various sales related duties as directed with supervision. This position requires excellent customer service skills to provide support to the advisor (and clients) in a reliable, efficient, and professional manner. Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment). This position requires onsite work four days per week. Responsibilities: Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous service Prepare, submit, and follow up on all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor Process financial and non-financial requests Mailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clients Appointment Preparation - schedule appointments based on advisor and client needs Status Action Items - assist advisors in resolving issues Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans. This could include gathering investment statements, insurance policies, tax returns, etc. Responsible for executing marketing tasks, including monthly newsletters, and greeting cards Provides general support to assigned financial advisors, including but not limited to; maintaining financial representative calendar, assistance with seminar preparation, and attendance at branch meetings, as needed Other job duties as assigned Knowledge/Experience: Minimum 2 to 5 years of experience in a financial sales assistant position Customer service experience Familiarity with the Pershing clearing and custody platform preferred Knowledge of mutual funds and retirement plans a plus, but not required Possess knowledge of the financial services industry, client database functions, Microsoft Office tools, CRM, ability to navigate technology easily Education/Training: Bachelor's degree in a related field or the equivalent combination of education and/or experience preferred. Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment) Skills Required: Ability to develop strong client relationships Highly motivated self-starter who can work independently with minimal supervision Extremely organized and detail-oriented Problem solver and critical thinker Ability to anticipate client and advisor needs Capable of working under deadlines Ability to do research to answer questions Excellent oral and written communication skills Physical/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 typical when meeting deadlines. Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. 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.

Lincoln Investment 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 over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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: Provide service and support for transitioning new branches, financial professionals (FPs), their staff, and client base to Lincoln. Create individual transition plans for each new recruit. Provide a broad range of service, sales, marketing, technical, and operational support to new Lincoln FPs through their onboarding journey. This role is responsible to work in a collaborative team environment. Responsibilities: Develop and implement individual transition plans for each new branch/FP and manage the entire process. Assist with setting target and implementation dates. Communicate with all key areas of Lincoln on a frequent basis regarding transition plan needs and deadlines. Identify sales, operations, technology and compliance training needs and coordinate the appropriate training schedule. Proactively follow up with all internal departments to make sure all transition needs are met. Work with internal departments to coordinate recruit's training plan. Coordinate Training Assessment meetings as needed. Edit, modify and follow onboarding checklist/process as needed. Act as a liaison between branch personnel and the home office to coordinate the successful transition of new branches. Guide new advisors through Licensing process. Create, train and assist with the transition process to include creating the proper paperwork to move assets. Assist with follow-up to ensure that accounts are transferred from previous broker/dealer to Lincoln in a timely manner. Follow up with appropriate department/parties to gather data. Evaluate system information including NIGOs and outstanding transfer reports to highlight potential issues and learning opportunities throughout the transition period. Monitor the progress of new FPs and SAs and identify additional training needs as necessary. Ensure documented procedures for transition of new branches and FPs. Create, modify and maintain articles on LincolnHelp regarding the transition and onboarding process and available services. Track advisor offer letter details and deadlines. Set up follow-up meetings at 30, 60 & 90 day increments with advisor and transition team to ensure goals are being met. Provide operational assistance and customer service to SAs, FPs, Branch Personnel, Field Leadership, Operations and other back-office support areas. In down times, act as backup to Lincoln's POD teams to broaden your knowledge of Lincoln's products and processes. Develop relationships with FPs and SAs through outbound calls. Resolve any challenges regarding incomplete and/or rejected paperwork, adjustments, etc. Apply knowledge of Lincoln Investment's operations, procedures, and products to support financial representatives. Travel to branch offices as necessary. Coordinate transition meetings report outs to leadership. Compile data for Leadership team and Board report outs. Obtain agenda items and create agendas. Compile, copy and distribute notes. Provide suggestions on how to improve the transition process and meetings. Knowledge/Experience: Required: Strong customer service experience. 5+ year's experience with sales, service and operations and/or experience with another broker/dealer or mutual fund provider. Thorough knowledge of retirement plans, financial planning, and compliance issues. Skills: Strong written and oral communication skills. Strong problem-solving skills. Detail oriented. Organizational and time management skills. Best in class relationship management skills. Presentation and training skills. Proficiency utilizing MS Office applications. Planning and project management capabilities. Ability to work independently. Ability to travel with short notice. Education/Training: Bachelor's degree in a related field or the equivalent combination of education and experience. Series 6 or 7 preferred. Physical/Other Requirements: May sit at workstation and view video display screen for extended periods of time. Periods of fast pace are normal particularly when working to meet deadlines. Position will require some travel representing an average 25-40% of travel time which will vary based on advisor/branch onboarding and Lincoln events. 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.

*Seeking an individual to work In-Person (Fort Washington, PA office), Hybrid or Remote* Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 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. Role Overview: The Financial Product & Platform Management Sr. Specialist will report to the Director, Financial Products & Platform Management. This role will be responsible for maintaining, conceptualizing and building new product offerings with the support of our Investment Management, Advisor Consulting, Practice Management, Operations and Service, Technology and Relationship Management teams. This individual will own all aspects of our product line from the ground up to support our rapidly growing business. This role requires ideation, defining requirements through our Product & Platform Committee, and assisting various teams through to execution and launch. Responsibilities: Responsible for all aspects of the development and implementation of assigned products including the business change. Act as a single point of contact for assigned products. Coordinate all activities and report regularly to senior leadership teams. Participate in and manage the Product & Platform bi-weekly meetings Assist in defining internal controls as well as policies and procedures related to the ongoing administration of Lincoln's product shelf. Work in partnership with business leaders to obtain and commit necessary resources at the appropriate time, level, and expertise to support the products. Ensure compliance with using appropriate product management tools, processes and procedures. Manage the overall vendor relationships and ensure their delivery, on time and on budget. Manage the end-to-end product life cycle including market needs, opportunity definition, roadmap, and requirements to launch products with durable competitive advantage. Drive competitive and comparable research to identify unmet needs, product gaps, and inform prioritization decisions. Obtain advisor feedback to gather foundational insights and test out new product concepts. Use rapid experimentation to learn quickly, iterate, and get it right. Manage service level agreements with outside vendor relationships. Work closely with cross-functional teams, including Sales Management, Practice Management, & Relationship Management to ensure seamless execution of our product strategy. Manage whole product releases to ensure the entire company is ready to sell, implement, and support major feature roll-outs. Qualifications: Bachelor's Degree preferred Minimum of 5 years of experience in the financial services industry Series 6/7 preferred Experience with TAMPS, platform managers, asset managers, and custodians preferred. High EQ, intuition and skills in communicating your strategy across the company with end users. Strong analytical skills; a data-driven problem solver. Product management experience to include experience leading very large mission critical products that involve significant business and technology change. Experience developing and negotiating partnerships with external vendor/ suppliers. Expertise managing outsourcing service agreement including tracking of Service Level Agreements (SLAs). Strong knowledge of business case development including cost/benefit analysis, NPV, and current and future state assessment Superior oral, written and interpersonal communication skills. Strong presentation and facilitation skills necessary to communicate and persuade a wide range of audiences. 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. Please e-mail ************************** to submit your resume.

L incoln H ealthcare is currently seeking experienced and compassionate RNs and LPNs to help us to provide our medically fragile patients with the home care they need. We have immediate position in the Greater Philadelphia area with an assignment ranging from per-diem/ part-time to a full 40 hours per week. On-call nurses are welcome too! Because we provide care for such a wide range of pediatric clients, we make every effort for our team to select assignments that match their expertise and preference. Job Description Here are the available shifts: Day and Night Shift RN: • Philadelphia, PA: Sunday-Saturday, 7a-7p, 7p-7a, 54-year-old female (Trach and vent care, G-Tube, O2, Pulse Ox) Additional Information About Us Lincoln Healthcare provides in-home nursing services. We specialize in one on one patient care. Lincoln Healthcare is known and recognized for its high level of service in what we do best. Lincoln Healthcare provides in-home private duty nursing for patients with complex medical needs. With over a decade's worth of proven healthcare professional placement experience, dedication to customer service, and improving patient care, Lincoln Healthcare is an emerging force in the home healthcare industry. Both-Full Time and Part-Time positions available immediately. Flexible scheduling for your circumstances (attending school, raising children, working another job, etc). Variety of different shift times and lengths available (days, nights, weekdays, weekends, 8-16 hour shifts). We provide caregiver services for a variety of different types of cases (age, conditions, locations, acuity, etc). Holistic type of care that encompasses more than just the clinical aspects of nursing (social, psychological, cultural, etc). Much lower stress and work load compared to many other avenues of nursing. Lincoln Healthcare provides extensive training and support to our caregivers both in a clinical. and operational manner. Competitive Hourly Rates! Health Benefits! Just looking for a little extra work around your primary job? Private duty home care could be just what you're looking for. Many of our nurses work part time around another job. Our scheduling is flexible. We help families all throughout the Greater Philadelphia Area. The shift schedule in each family's home is based on what works best for their individual family, so there are many cities and shifts to choose from to see what works best with your schedule.