Financial Advisor -Greater Columbus, OH
Core
Provide purpose-based financial advice, investments, insurance, and banking services to help clients build, grow, and protect financial well-being.
Role type
Independent Financial Advisor
Builds
Personal financial practices serving clients in the community
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, community engagement, sales
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 long-term relationships; Make client appointments and deliver financial workshops
Seniority
Individual Contributor, entry to mid-level independent contractor