We are a Faith Based Financial Firm that is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
At Thrivent Financial Services we believe money is a tool. Driven by a higher purpose at our core, we are committed to providing wholistic advice, insurance, banking, and generosity programs to help people make the most of their finances. We are in holistic financial services, we are dedicated to serving the unique needs of clients. We focus on them and their priorities, guiding them toward financial choices that will help them live the life they want.
Job Type: Full-time and Internships for Seniors
Salary: $85,000.00 – $135,000.00 per year