Financial Advisor - Richmond and surrounding area
Core
Provide expert financial advice, including purpose-based advice, investments, insurance, and banking, to help clients build, grow, and protect financial well-being.
Role type
Independent Financial Advisor (Commission-based)
Builds
Personal financial practices serving clients in the local community
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, coaching, networking, self-discipline, independence
Preferred skills
Background in outside sales, business management, education, ministry, hospitality, or military
Technologies
Thrivent products and programs
Responsibilities
Build a financial practice guiding clients on their journeys to financial clarity; Provide personal, actionable, and achievable advice; Develop and maintain genuine, long-term relationships; Make client appointments by leveraging network and reputation; Deliver financial workshops; Control own schedule for work-life balance
Seniority
Entry-level to Senior (Career changer or seasoned professional)