Lincoln Financial Advisors Reviews

Updated July 5, 2015
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3.7
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Recommend to a friend
Approve of CEO
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Bob Dineen
10 Ratings

28 Employee Reviews

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  1. Financial Planner

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Planner in Livermore, CA
    Current Employee - Financial Planner in Livermore, CA

    I have been working at Lincoln Financial Advisors (More than a year)

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Positive culture of mentorship and employee feedback.

    Cons

    Benefits and salaries are not very competitive


  2. Financial Planner

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Financial Advisors

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Cheap overhead and good sales support

    Cons

    Straight commission, not a lot of training


  3. Financial analyst intern

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Financial Advisors

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    Great place to work with great people. Was fun and learned a lot, no busy work

    Cons

    Was in a bad location with not much to do around that area. City was 40 minutes away

    Advice to Management

    Keep doing what your doing. Keep it real, don't fret, it's a great place to work. Shout out to george


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  5. Great Company

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Lincoln Financial Advisors full-time (More than a year)

    Recommends
    Neutral Outlook
    Recommends
    Neutral Outlook

    Pros

    my position has flexible hours

    Cons

    not much structure within small practice


  6. Office climate not the best

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Financial Advisors

    Doesn't Recommend
    Negative Outlook
    Approves of CEO
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    Pros

    I was an intern at LFA and the experience wasn't that bad but nothing thrilling at the same time. Had some meaningful tasks as well as the general office work.

    Cons

    Depends on who your supervision is, but mine did not really listen to my feedback or opinions.


  7. Helpful (1)

    Great place to work

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Analyst in Edison, NJ
    Former Employee - Financial Analyst in Edison, NJ

    I worked at Lincoln Financial Advisors

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Worked in wealth management. You can set your own pace, but your pace and dedication determines your client base and thus your salary. Plenty of responsibility given to interns. Advisors review your work so you end up receiving plenty of feedback.

    Cons

    Very independent advisors that do not leverage each other. Not the best place to start, many of the brokers/advisors there transferred to LFA to benefit from better commission structure.

    Advice to Management

    Foster internal relationships


  8. Advisor Assistant - Review and Insight

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Advisor Assistant
    Current Employee - Advisor Assistant

    I have been working at Lincoln Financial Advisors

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    Pros

    Good office moral, culture is positive and the people are great to work with. Schedule is pretty good, typical 9-5 with free time available when necessary.

    Cons

    Working for an advisor, you're paid by the advisor. My pay is below industry average, with no benefits. Platform is a little behind as far as technological advances and user friendliness.

    Advice to Management

    Benefits would be nice.


  9. Intern

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Lincoln Financial Advisors

    Pros

    Exposure to many advisors, access to research

    Cons

    Low pay, infrequent meaning work


  10. Planner Assistant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Planner Assistant in Phoenix, AZ
    Current Employee - Planner Assistant in Phoenix, AZ

    I have been working at Lincoln Financial Advisors part-time (More than a year)

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Scheduling can be flexible, depending upon the planner you work for. There is a good amount of work-life balance, and it seems like the planners are treated well. Training is really good for planner assistants, especially at this RPO office. Management is really helpful and easy to direct questions to.

    Cons

    Lots of different paperwork processes to keep track of, and depending on how busy your planner is it may be challenging to juggle many projects or tasks at once. You will be employed through the planner, not necessarily Lincoln.

    Advice to Management

    Develop universal, easy to access training materials for planner assistants, as it is quite common for CFP's to have assistants.


  11. Helpful (1)

    First stop for career

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Client Service Associate
    Former Employee - Client Service Associate

    I worked at Lincoln Financial Advisors full-time (More than a year)

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    Pros

    I learned a lot about the finance industry and was given the opportunity to become licensed while working there.

    Cons

    No room for growth and very large turnover, especially in management roles. No one was trained well and you had to rely on yourself and other's around you to learn your job. People with very little experience or licensing were awarded management positions.



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