Associate Financial Advisor - Lakeview Financial Group
reputed company is a reputed company financial services organization that serves more than 2.4 million clients. The Associate Financial Advisor will provide support to clients by building relationships, educating them on financial decisions, and developing a personal network for growth.
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 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
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
Company Overview
Company H1B Sponsorship