Financial Advisor – North Indianapolis, IN & Surrounding Areas
Core
Provide expert financial 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 North Indianapolis, IN & surrounding areas
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, relationship building, sales, coaching, independent work, network development
Preferred skills
Christian faith, community engagement, self-discipline, adaptability from diverse backgrounds (sales, education, ministry, etc.)
Technologies
Thrivent's proprietary financial planning and marketing tools
Responsibilities
Build a financial practice guiding clients on their journeys to financial clarity; Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs; Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding; Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Seniority
Entry to Mid-level, entrepreneurial IC