Lincoln Investment

Contracts Attorney

Three to five years of relevant experience; finance industry preferred. Strong communication, analytical, and negotiating skills; ability to manage multiple projects and maintain confidentiality.

Virtual Sales Assistant I

Virtual Sales Assistant

Assist financial advisors and clients; process orders; coordinate schedules; CRM use; client communications; may lead others.

Lincoln

Vice President Data & Analytics

Data & Analytics

12+ years in data, analytics, or technology leadership; proven enterprise data capabilities; strong data governance and compliance leadership.

IT Scrum Master

3+ years as Scrum Master or Agile delivery role; facilitates Scrum ceremonies; supports cross-functional teams; uses Agile practices and tools.

Vice President, Field Development

10+ years sales and supervisory experience in financial services; CRM experience (Salesforce); strong leadership, communication, and recruiting capabilities.

Insurance Product Leader

3+ years of insurance sales; life licensed; Series 6/63 preferred; travel to advisor offices; operate via home office; strong communication and relationship skills.

Branch Leader

Minimum 10 years in financial services; minimum 3 years supervisory experience in investment operations; thorough knowledge of mutual funds and retirement plans; securities licenses S7/24 within 3 months if not current.

Supervising Principal

Three to five years in securities compliance/supervision; FINRA/SEC/MSRB/ERISA knowledge; Series licenses; Bachelor's degree.

EVP Chief Information Officer

Chief Information Officer

Lead IT strategy and operations as CIO; extensive experience in financial services IT, infrastructure, security, budgeting, and vendor management.

Virtual Sales Assistant - Operations 

2-5 years financial sales assistant experience; Series 6/7 preferred (must obtain license within 6 months); bachelor's degree preferred not required.

Financial Product & Platform SR Specialist

Financial Product & Platform Sr Specialist

5+ years in financial services; Bachelor's preferred; Series 6/7 preferred; experience in product management and vendor management; strong communication, analytical and data-driven approach.

Director, Employee Advisor Group

Senior leadership role overseeing Employee Advisor Group; requires sales leadership, client experience, budget management, compliance oversight, and recruiting.

Administrative Assistant Retirement Processor

Administrative role handling retirement paperwork, vendor coordination, and client service support.

Financial Sales Assistant

2-5 years in financial sales support; Series 6 or 7; strong customer service; onsite four days; knowledge of Pershing, mutual funds, retirement plans a plus.

Investment Advisor

Experience in financial services and broker-dealer environment preferred.

Gabor Advisor

Advisor

Independent financial professional with strong communication, organization, and relationship-building skills; sales experience preferred.

Activities	Retirement planningInvestment advisory servicesWealth managementBrokerage servicesRecord-keeping
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Lincoln Investment
Employees	800
Type	Private
Parent Company	Lincoln Investment Group Holdings
Subsidiaries	Capital AnalystsThe Legend GroupGabor Financial SolutionsShelgren Financial Group
Tagline	Independent broker-dealer providing retirement planning and investment advisory services.
Founded	1,968
Website	lincolninvestment.com
Latest Funding Round	Private Equity
Latest Funding Year	2,020
Latest Funding Amount	650,000
Latest Investors	New Mountain Capital

Title	Location	Date
Contracts Attorney Full Time · 3+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Mar 5, 2026
Virtual Sales Assistant I Full Time · 2+ YOE Fort Washington, Pennsylvania, United States · Remote	Fort Washington, Pennsylvania, United States Remote	Feb 24, 2026
Vice President Data & Analytics Full Time · 12+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Feb 11, 2026
IT Scrum Master Full Time · 3+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Feb 2, 2026
Vice President, Field Development Full Time · 10+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Jan 30, 2026
Insurance Product Leader Full Time · 3+ YOE Fort Washington, Pennsylvania, United States · Hybrid	Fort Washington, Pennsylvania, United States Hybrid	Jan 29, 2026
Branch Leader Full Time · 10+ YOE Renton, Washington, United States · Onsite	Renton, Washington, United States Onsite	Jan 22, 2026
Supervising Principal Full Time · 3+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Jan 8, 2026
EVP Chief Information Officer Full Time · 10+ YOE Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Mar 28, 2025
Virtual Sales Assistant - Operations Full Time · 2+ YOE Fort Washington, Pennsylvania, United States · Hybrid	Fort Washington, Pennsylvania, United States Hybrid	Mar 27, 2025
Financial Product & Platform SR Specialist Full Time · 5+ YOE Fort Washington, Pennsylvania, United States · Hybrid	Fort Washington, Pennsylvania, United States Hybrid	Mar 16, 2025
Director, Employee Advisor Group Full Time · 10+ YOE Fort Washington, Pennsylvania, United States · Hybrid	Fort Washington, Pennsylvania, United States Hybrid	Mar 12, 2025
Administrative Assistant Retirement Processor Full Time · 3+ YOE Tallahassee, Florida, United States · Onsite	Tallahassee, Florida, United States Onsite	Mar 12, 2025
Financial Sales Assistant Full Time · 2+ YOE Horsham, Pennsylvania, United States · Onsite	Horsham, Pennsylvania, United States Onsite	Mar 11, 2025
Lincoln Investment Full Time Fort Washington, Pennsylvania, United States · Onsite	Fort Washington, Pennsylvania, United States Onsite	Dec 13, 2023
Gabor Advisor Full Time Tallahassee, Florida, United States · Onsite	Tallahassee, Florida, United States Onsite	Jan 28, 2022

Lincoln Investment

About Lincoln Investment