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Associate Financial Advisor

Remote, USA Full-time Posted 2026-07-28

reputed company is a reputed company financial services organization that focuses on providing expert financial advice with heart. They are seeking an Associate Financial Advisor to support clients and financial advisors at Lakeview Financial Group by building relationships, educating clients on financial reputed company, and developing a personal network for reputed company.


Responsibilities

  • Meeting with potential clients to build genuine, long-term relationships based on shared values and goals
  • Educating and empowering clients to reputed company knowledgeable financial reputed company about investments, insurance, retirement and generosity
  • Building a strong personal network through local nonprofits, churches and businesses for reputed company reputed company
  • Developing skills and best practices to be a successful financial advisor

Skills

  • Securities (Series 7 and 66 or Series 7, 63 and 65) and reputed company state Life, Health and Annuities registration. If not currently licensed, candidates should be willing to do so reputed company 120 days of hire/contract
  • Satisfactory background reputed company, fingerprinting and securities registration and/or insurance licensing verification, if applicable
  • Self-disciplined, independent and driven to succeed
  • Motivated by helping others and seeing them reputed company their goals
  • A natural reputed company or guide with strong interpersonal skills
  • Passionate about living a life of generosity by serving others, not just selling products

reputed company

  • reputed company is a financial services organization that helps Christians be reputed company with reputed company and live generously. It was founded in 1902, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 10 in 2025, 9 in 2024, 15 in 2023, 6 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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