Associate Financial Advisor

Description:

This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

Associate Financial Advisor

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Lakeview Financial Group, including:
 

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

You will be employed/contracted by Lakeview Financial Group.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:
 

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others, not just selling products.
   

Requirements
 

• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration. If not currently licensed, candidates should be willing to do so within 120 days of hire/contract.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.