Financial Advisor - Heighton Team
Core
Provide expert financial advice, including investments, insurance, and banking, to help clients build, grow, and protect financial well-being.
Role type
Independent Financial Advisor
Builds
Personal financial practices serving clients in chosen communities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, networking, sales, financial planning
Preferred skills
Christian faith, community involvement, background in 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 genuine, long-term relationships; Make client appointments by leveraging network and reputation; Deliver financial workshops; Control own schedule for work-life balance
Seniority
Individual Contributor, Independent Contractor
