Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Associate Financial Advisor at Lakeview Financial Group helping clients with financial advice and support. Building relationships and educating clients on investments, insurance, and retirement.
Responsibilities
- 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
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
Benefits
- Health insurance
- Professional development opportunities
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