Organization/Business Overview: Lakeview Financial Group is an independent financial services practice of Thrivent Financial. At Lakeview Financial Group, we take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nations largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. Position Summary: Lakeview Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Associates main responsibilities will include assisting advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; providing fund values and answering securities product-related questions; assisting with the management of investment models; and participating in occasional marketing events that may occur during non-business hours. Position Requirements: Bachelors degree preferred Must have or attain securities Series 7 and 66 within six months of employment as well as insurance licensing. Interested in understanding economic trends, regulations, and other factors affecting client investments Very detail oriented and organized Excellent problem solving and communication skills Ability to flourish in a fast-paced environment Ability to maintain integrity of sensitive/confidential information Work well in a team-oriented environment Demonstrate an ability to develop and cultivate relationships Accept feedback and constructive criticism well Pass any applicable pre-employment tests Be able to demonstrate customer service orientation/experience obtained in any field Proficient in Microsoft Word, Outlook, and Excel Compensation: Salary range of $40,000 - $60,000/yr, corresponding to the candidate's experience level and credentials. Package includes annual bonus opportunity after one years employment as well. As part of Lakeview Financial Group, verification of a candidate's background will need to be completed as part of the hiring process. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Pay Transparency Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resourcesthrivent.com or call 800-847-4836 and request Human Resources. About Us At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all theyve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want todayand tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, its a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If youre intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You wont just build a career; youll be part of an organization focused on growing, innovating, and serving. Read More