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    Financial Advisor - Orlando, United States - Thrivent Financial Services

    Thrivent Financial Services
    Thrivent Financial Services Orlando, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description
    Company Description

    Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States.

    Role Description

    This is a full-time hybrid role for a Financial Advisor at Thrivent Financial Services located in Orlando, FL, with flexibility for remote work. The Financial Advisor will provide financial planning, retirement planning, investment management, and financial advisory services to clients. Day-to-day tasks may include analyzing financial information, creating financial plans, implementing investment strategies, and recommending appropriate insurance coverage to meet the client's financial goals.

    Qualifications
    • Expertise in Financial Planning, Retirement Planning, and Financial Advisory
    • Strong knowledge of Investments, including stocks, bonds, mutual funds, and other asset classes
    • Excellent analytical and problem-solving skills
    • Financial modeling and forecasting skills
    • Demonstrated ability to build and maintain client relationships
    • Effective communication, interpersonal, and presentation skills
    • Bachelor's degree in Finance, Accounting, Economics, or a related field
    • Certified Financial Planner (CFP) or similar certification is preferred

    We welcome candidates with diverse experiences and encourage applicants who can contribute to our inclusive, collaborative culture to apply.

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