Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Core
Provide personalized financial guidance and build a book of business for clients at all life stages, serving as a mentee to Lead Advisors.
Role type
Team-Based Financial Advisor (Financial Advisor)
Builds
Client relationships and book of business for Thrivent Financial
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product positioning, application completion, client service, research, event participation, data entry/documentation
Preferred skills
Technical computer aptitude, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Office
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, position products and strategies to help clients gain financial clarity, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level / Trainee