Company Description
Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States.
Role Description
This is a full-time hybrid role for a Financial Advisor at Thrivent Financial Services located in Orlando, FL, with flexibility for remote work.
The Financial Advisor will provide financial planning, retirement planning, investment management, and financial advisory services to clients.
Day-to-day tasks may include analyzing financial information, creating financial plans, implementing investment strategies, and recommending appropriate insurance coverage to meet the client's financial goals.
Qualifications
- Expertise in Financial Planning, Retirement Planning, and Financial Advisory
- Strong knowledge of Investments, including stocks, bonds, mutual funds, and other asset classes
- Excellent analytical and problem-solving skills
- Financial modeling and forecasting skills
- Demonstrated ability to build and maintain client relationships
- Effective communication, interpersonal, and presentation skills
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Certified Financial Planner (CFP) or similar certification is preferred
We welcome candidates with diverse experiences and encourage applicants who can contribute to our inclusive, collaborative culture to apply.
Financial Advisor
Assist Senior Financial Advisors with data collection and input into financial planning software. The Financial Advisor serves as an integral part of the team. The Financial Advisor must have good time management skills and be flexible in a fast-paced and changing environment. Build and maintain cli...
Experienced Financial Advisor
Prudential Advisors is looking for an experienced financial professional in the Orlando area that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designed to m...
Merrill Experienced Financial Advisor
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a stron...
New Opportunity - Financial Advisor - Orlando, FL - $200k (base and commission)
We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor. Minimum of 7 to 10-years of financial investment advisor experience. With almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We provide financial services on a fee...
Financial Planner - Financial Firm
The Financial Planner at our fast-growing firm is an integral part of our team serving as the true connection between our clients, support team, and advisors. The Financial Planner supports the wealth management through financial plan development and planning support. This individual is responsible ...
Financial Solutions Advisor - Consumer Investments - Orlando South Market
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...
Financial Advisor - Paid Training Provided
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, est...
Financial Advisor - Eta Beta (Florida Southern)
A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. Complete ongoing training and development, rev...
Marketing and Event Coordinator - Financial Firm
Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Marketing and Event Coordinator whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and settin...
Financial Advisor
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. The ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortuna...