Financial Advisor – South Indianapolis, IN & Surrounding Areas
Based in United States
Core
Provide expert financial advice, investments, insurance, and banking to help clients build, grow, and protect financial well-being.
Role type
Independent Financial Advisor (Sales/Advisory)
Builds
Personal financial practices serving clients in the community
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, relationship building, sales, coaching, self-discipline, independent work
Preferred skills
Ministry background, sales background, business management, military experience
Technologies
Thrivent products and programs
Responsibilities
Build a financial practice guiding clients, provide actionable advice, develop long-term relationships, make client appointments, deliver financial workshops
Seniority
Entry-level to Senior, entrepreneurial IC