Sr. Financial Analyst for The Heritage Group

Date: Jul 6, 2019

Location: Baltimore, MD, US

Company: Lincoln Financial

Alternate Locations: Baltimore, MD (Maryland)

Relocation assistance is not available for this opportunity.

Requisition #56985

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role



The Sr. Consultant, Financial Analyst (CFA Preferred) will provide subject matter expertise and direction to field advisors seeking technical or planning support. This role will provide support to the firms’ financial planners and must have excellent oral and written communication skills.  The ideal candidate must be passionate about helping clients, self-motivated, able to work independently with an ability to prioritize to meet deadlines.  Due to the complex nature of clients’ investment objectives and related service needs, candidate must be well versed in a broad range of investment disciplines and strategies. 




Critical SuccessFactors:

  • Participate in portfolio management activities for a broad array of Individual, Family and Trust and Balanced Institutional portfolios; each subject to the customized investment needs of the client.  Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
  • Provide analysis of prospective and existing client investment protfolios' strengths, insefficiencies and opportunities for improvement
  • Develop investment strategies for clients in coordination with Heritage Financial Consultants' Advisors
  • Provide fact-based and well-researched recommendations to all Heritage Financial Advisors
  • Maintain strong relationships to all Heritage Financial Advisors/Teams and participate actively in the analysis of the strategies
  • Maintain Heritage’s portfolio models as part of the Investment Committee
  • Provide periodic investment product/manager updates to all Heritage Financial Advisors



  • Acts as a subject matter expert in design and debrief meetings to identify case-specific observations and makes appropriate recommendations to advisors.
  • Acts as the point of contact for fHeritage Financial Consultant Advisors seeking technical and/or planning support from LFN's National Planning Center.
  • Leads the Heritage FInancial Consultants Investment Committee.
  • Collaborates and consults with advisors and other team members to build complex financial plans and models to support external client needs.
  • Delivers timely investment topics to team members, advisors, and office staff when necessary.
  • Maintains a national speaking presence at company-wide training events.
  • Provides ongiong correspondence to clients.
  • Reviews, identifies, and communicates recommendations on complex and high net worth cases to advisors and other team members.
  • Utilizes Lincoln approved financial planning and investment planning software tools to create complex models for advisors' client needs.


Education & Experience

  • 5-7+ Years financial planning experience in the investment industry.(Required)



  • Chartered Financial Analyst (Preferred)


Travel Information

  • Travel Type : National Domestic
  • Travel Amount : Minimal


This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.


Nearest Major Market: Baltimore

Job Segment: Financial, Equity, Financial Analyst, CFA, Finance