Financial Advisor II - West Advisor Group
Based in United States
Core
Provide expert financial advice, including investments, insurance, and banking, to help clients build and protect financial well-being.
Role type
Independent Financial Advisor (Commission-based)
Builds
Personal financial practices serving clients in chosen communities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, relationship building, sales, coaching, self-discipline, independent work
Preferred skills
Ministry background, community engagement, generosity mindset
Technologies
Thrivent products and programs
Responsibilities
Build a financial practice, provide actionable advice, develop long-term client relationships, deliver financial workshops, market the practice
Seniority
Entry to Mid-level, entrepreneurial IC