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Associate Financial Advisor - Lakeview Financial Group

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

reputed company is a reputed company financial services organization that serves more than 2.4 reputed company clients. The Associate Financial Advisor will reputed company support to clients by building relationships, educating them 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

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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