Lincoln Financial Advisors Reviews | Glassdoor

Lincoln Financial Advisors Reviews

Updated March 21, 2017
53 reviews

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Full-time Part-time

3.9
Star Star Star Star Star
Rating Trends Rating Trends
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Bob Dineen
17 Ratings

53 Employee Reviews

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Pros
  • Was fun and learned a lot, no busy work (in 4 reviews)

  • Great place to work with great people (in 6 reviews)

Cons
  • No room for growth and very large turnover, especially in management roles (in 2 reviews)

  • Compensation for planner assistants and staff were low (in 5 reviews)

More Pros and Cons

  1. "Planner Assistant"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Approves of CEO

    I have been working at Lincoln Financial Advisors full-time

    Pros

    great benefits, great 401k match

    Cons

    culture depends on which office you work in, it is not consistent throughout the company.


  2. "career"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - IT Analyst
    Current Employee - IT Analyst
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Lincoln Financial Advisors full-time (More than 10 years)

    Pros

    Good Benefit, wonderful people, stable and steady

    Cons

    Lack career patch and advancement


  3. "Family-like work atmosphere."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Paraplanner in Baltimore, MD
    Former Employee - Paraplanner in Baltimore, MD
    Recommends
    Approves of CEO

    I worked at Lincoln Financial Advisors full-time (More than 3 years)

    Pros

    Loved the people and ability to help clients and plan their future.

    Cons

    Compensation for planner assistants and staff were low. Planners demanding. Some systems and compliance antiquated.


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  5. "Sales Manager"

    Star Star Star Star Star
    Current Employee - Sales Manager
    Current Employee - Sales Manager
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Lincoln Financial Advisors (More than 5 years)

    Pros

    Stable company and good benefits

    Cons

    I have no cons to report

    Advice to Management

    n/a


  6. "RSD"

    Star Star Star Star Star
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    No opinion of CEO

    I worked at Lincoln Financial Advisors full-time

    Pros

    The broker dealer side is supported by a quality manufacture and distributor.

    Cons

    The LFA side is shrinking and highly politicized in the senior management roles.


  7. Helpful (1)

    "Intern"

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

    Pros

    nice people, great work environment, everyone is intelligent and willing to answer questions

    Cons

    gave pretty mundane tasks, a lot of scanning as an intern there and they don't really give out meaningful work

    Advice to Management

    invest more in your interns and you will be able to find that they are actually capable of doing meaningful tasks


  8. "Lincoln Financial Advisors"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    Strong culture and values. Great benefits. 17 days PTO plus 9 paid holidays. 4% core contribution plus match up to 6% on 401(k)

    Cons

    lower than average salary, suppose this is trade off from good benefits. Hard to further career and get pay raises.

    Advice to Management

    Overall Lincoln is a very good company to work for. However if you are hungry and trying to move up the ladder it may be hard.


  9. "Financial Advisor Assistant"

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

    Pros

    Learning opportunity, company will sponsor series 7 and exams to become a certified financial planner

    Cons

    Lot of regulations and control by management.


  10. "Planner Assistant"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Planner Assistant in Irvine, CA
    Current Employee - Planner Assistant in Irvine, CA
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Lincoln Financial Advisors (More than 10 years)

    Pros

    Great people to work with

    Cons

    Too much bureaucracy in the corporation


  11. Helpful (1)

    "Financial Advisor"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor
    Current Employee - Financial Advisor
    Recommends
    Neutral Outlook
    No opinion of CEO

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

    Pros

    LFG is an independent broker-dealer owned by a top 5 insurance company. Access to training and support is as good as most full service brokers, but payout are near double. Training is available across a wide array of topics.

    Cons

    Toll free service center could use improvement. You need to be very proactive and keep pursuing until your answers are acknowledged. On boarding client process is a little complicated and could be streamlined.

    Advice to Management

    Hold on and listen to your seasoned employees and don't be so quick to replace those that got you there. Recent middle manager shake up very embarrassing.



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