Team Based Financial Advisor - Apex Financial Group (Appleton)
Core
Entry-level financial advisor role focused on learning, development, and joint fieldwork with lead advisors to build a book of business.
Role type
Team-Based Financial Advisor (Entry-Level)
Builds
Book of business for Thrivent Financial clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, product solicitation, client relationship building, data analysis, application writing, event management, research, collaboration
Preferred skills
Technical computer aptitude, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Office Suite
Responsibilities
Participate in joint fieldwork to learn best practices, meet with new and existing clients, solicit and sell appropriate products, position strategies for financial clarity, research and respond to client inquiries, collaborate with lead advisors on complex scenarios, schedule and document client meetings
Seniority
Entry-level, mentored IC