Financial Advisor - Sidney, MT
Core
Provide expert financial advice, including investments, insurance, and banking, to help clients build, grow, and protect their financial well-being.
Role type
Independent Financial Advisor
Builds
Personal financial practices serving clients in a chosen community
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, networking, financial planning
Preferred skills
Background in sales, business management, education, ministry, hospitality, or military
Technologies
Thrivent products and programs
Responsibilities
Build a financial practice guiding clients to financial clarity; Provide personal, actionable, and achievable advice; Develop and maintain long-term relationships; Make client appointments and deliver financial workshops
Seniority
Entry-level to Senior, independent contractor