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Lincoln Investment LLC

Public Accounting - Finance 19 Active Jobs

Lincoln Investment, a full-service broker-dealer and registered investment advisor, including Capital Analysts and Legend Advisory, registered investment advisors, serves the needs of more than 370,000 individual investors. Representing clients with more than $30 billion in assets, Lincoln Investment is a leading provider of retirement plans to school districts, universities, hospitals and other non-profit and community-based organizations. Over the years, we have expanded our focus to include individuals, employers, corporations, endowments and foundations.

The company is committed to helping individuals and families achieve financial well-being. Lincoln Investment is involved in more than 3,600 retirement plans and has clients investing almost $13 billion in fee-based asset management products. Lincoln Investment's original commitment to long-term planning is one of the reasons the company is recognized as an industry leader. With the professional advice of a Lincoln Investment financial advisor, investors are able to assemble a risk-appropriate, well-diversified portfolio through a single institution. Lincoln Investment has a national network of over 450 branch offices in 36 states and more than 1,150 financial advisors.

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Employees receive a competitive benefit package including medical, dental and life insurance, along with other supplemental programs. Employees enjoy a generous holiday and vacation schedule.

Additionally, Lincoln Investment's employees receive:

  • 401(k) plan with employer matching contributions
  • Generous profit-sharing plan
  • Profitability bonuses

Interesting Facts

Believing educators needed guidance to achieve financial well-being, Lincoln Investment founder Nick Forst worked to convert "savers" into "investors." While fixed investment products were the only investments available to educators, Lincoln Investment introduced variable products to expand choices and opportunity to retire well.

Lincoln Investment has been named one of the “Top Workplaces” in the Philadelphia region seven years running.1 Additionally, we are proud to have been recognized as one of the fastest-growing independent full-service broker/dealers in the industry.2  

Lincoln Investment claimed the #2 spot on the Best in Business: Top Independent Broker/Dealers in 2016 with the most female advisors. The company finished behind the #1 spot by a mere 0.40 percent. 3

Our Values

At Lincoln Investment, we live our core values each day, by incorporating them into everything we do: honesty, integrity, respect, diversity, cooperation, and a commitment to succeed. With these values as our framework, we continue to build our business on relationships—with our clients, advisors, and team members. We're majority family-owned, so no matter how large we become, we function with a focus on individuals.

Put simply, people come first.

1, Top Workplaces 2015.
2, The 10 Fastest-Growing Independent Broker-Dealers, April 2014.
3, IBDs with the Most Female Reps