Financial Advisor at Thrivent · Irvine, CA · Joined
T
Financial Advisor
Thrivent · Irvine, CA · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Thrivent seeks a Financial Advisor to build a financial practice in Irvine, CA, offering personalized guidance and connecting clients with Thrivent products while developing long-term relationships. The role involves marketing, conducting workshops, and managing business development.
What you’ll do
Build a financial practice
Provide personalized financial guidance
Connect clients with Thrivent products and programs
Develop long-term client relationships
Market the practice and conduct financial workshops
Manage client appointments and business development
What you’ll need
Self-disciplined, independent, and driven to succeed
Motivated by helping others achieve their goals
Strong interpersonal skills as a coach or guide
Passionate about serving others through generosity
Bachelor's degree or equivalent experience
Attainment of FINRA SIE, life and health licenses before contracting
Original job description
Thrivent is a diversified financial services organization offering advice, insurance, investments, banking, and generosity products and programs. The Financial Advisor builds a financial practice, provides personalized financial guidance, connects clients with Thrivent products and programs, and develops long-term client relationships. The role also…