Pilot Financial logo

Pilot Financial jobs and careers

Greensboro, NC, United States

About Pilot Financial

Whether you’re looking for a traditional affiliation with benefits, a brokerage relationship or to operate independently, Pilot Financial offers several affiliation options. Securities, life, retirement products or all of the above, we’ll work hard to understand how you wish to operate, and we’ll conform to your structure and style – not the other way around. Pilot molds their services to the independent’s business model. No template. No standard list of services. Advisors come to us to grow – their knowledge, their resources, and their business. Our knowledge base is derived from markets across the country, but the learning we share are universal truths about building a successful financial services practice. Located at 1010 North Elm Street in Greensboro, North Carolina, Pilot Financial was formed in 2001 to help financial services professionals with strategic planning, coaching, operations and technical compliance guidance. Although independently structured, Pilot is pleased to be powered by Lincoln Financial Network. With our size and long-standing relationship and the fact that they are located right down the street, ensures a swift and cooperative response to any client issue or obstacle. Investments and Advisory Services offered through representatives of Lincoln Financial Securities Corporation, a broker-dealer (Member SIPC) and registered investment advisor. Pilot Financial is not an affiliate of Lincoln Financial Securities. Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation, broker/dealers (members FINRA and SIPC) and registered investment advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Founded
2001
Employees
501 to 1,000
Headquarters
Greensboro

Leadership

The top of Pilot Financial's org chart, with how many people report into each leader.

RSPhoto of Roger Seigler

Roger Seigler

President

12 reports

CRPhoto of Chris Roney

Chris Roney

Partner, OSJ Manager, Director Of Field Development

6 reports

GSPhoto of Greg Smith

Greg Smith

Partner, Director Of Sales And Marketing

1 report

DKPhoto of Daryl E. King

Daryl E. King

Partner, Director Of Business Development

SDPhoto of Stephanie Demetrelis

Stephanie Demetrelis

Compliance And Risk Management Director

BHPhoto of Bill Harnden

Bill Harnden

Partner, Director Of Sales And Marketing, RDMG