Financial Advisor - Lake County and Surrounding Areas
Core
Provide expert financial advice, investments, insurance, and banking services to help clients build, grow, and protect financial well-being.
Role type
Independent Financial Advisor
Builds
Personal financial practices serving clients in the Lake County and surrounding community
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, networking, coaching, self-discipline, independence
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, provide actionable advice, develop long-term client relationships, make client appointments, deliver financial workshops, control own schedule
Seniority
Individual Contributor, entry to mid-level (training provided)