Lincoln Financial Advisors Reviews | Glassdoor

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Lincoln Financial Advisors Reviews

Updated February 11, 2018
60 reviews

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3.9
StarStarStarStarStar
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Bob Dineen
18 Ratings

60 Employee Reviews

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Pros
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. "Executive Assistant/Client Relationship Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    No opinion of CEO

    I worked at Lincoln Financial Advisors full-time

    Pros

    Employees are treated fairly and work well as a team.

    Cons

    Depending on which advisor is hiring, some salaries are a bit on the lower side.


  2. "Junior planner"

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

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

    Pros

    Great work and life balance

    Cons

    Very tough sales and starting

    Advice to Management

    Better training and better sales coaching

  3. "Administrative Assistant"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior Administrative Assistant
    Current Employee - Senior Administrative Assistant
    Doesn't Recommend

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

    Pros

    The financial advisors are generally very caring people.

    Cons

    The company does not value its administrative personnel. There is no career path available. Frequent budget cuts = added responsibility without added compensation. Morale is low. Compensation is low compared to similar positions with other Fortune 500 companies.

    Advice to Management

    The company would not be as successful as it is without its dedicated administrative workers. However, the admins are not valued or treated as part of the team. Admins are seen as replaceable. Terrible communication between departments results in wasted time, money and resources.


  4. "Planner Assistant"

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

    I worked at Lincoln Financial Advisors part-time

    Pros

    The management truly cares about career development for their partners. Everyone is treated respectfully and there is as much time spent learning about the industry and the business as there is performing your basic tasks. The growth potential is huge.

    Cons

    Without attention to detail you will fail here. The compliance in the Finance industry is bar none and if you can't handle that, you will not be a good fit.


  5. "Executive"

    StarStarStarStarStar
    • 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 part-time (More than a year)

    Pros

    Great people to work with each day.

    Cons

    Pay is below market level.

    Advice to Management

    Pay market value and you will have less turnover.


  6. "It is what you make of it"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Irvine, CA
    Current Employee - Financial Advisor in Irvine, CA
    Recommends
    Negative Outlook
    No opinion of CEO

    I have been working at Lincoln Financial Advisors full-time (More than 3 years)

    Pros

    Plenty of resources to be successful, surrounded by smart people, everyone willing to share information. Good culture

    Cons

    Lack of support, financially and personally


  7. "Planner Assistant"

    StarStarStarStarStar
    • 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.

  8. "career"

    StarStarStarStarStar
    • 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


  9. "Family-like work atmosphere."

    StarStarStarStarStar
    • 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.


  10. "Sales Manager"

    StarStarStarStarStar
    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


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