Aspiring Financial Planner - Client Advisory Trainee

Thrivent; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Thrivent is seeking a qualified professional to deliver personalized investment solutions and create financial plans for clients. You’ll support investment professionals, build client relationships, and cross-check plans for accuracy.

Strong communication and attention to detail are essential for success in this role. Ideal candidates will have a Bachelor’s degree in Finance or related field and a proven ability to ensure information is precise and complete while helping clients progress toward

Qualifications

• Bachelor's degree in Finance or related field is required.
• Strong attention to detail and accuracy in financial plans.
• Ability to support investment professionals and clients.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Financial planning

Client relationships

Plan preparation

Education

Bachelor's degree in Finance or related field

Job description

Thrivent is seeking a qualified professional to deliver personalized investment solutions and create financial plans for clients. You’ll support investment professionals, build client relationships, and cross-check plans for accuracy.

Strong communication and attention to detail are essential for success in this role. Ideal candidates will have a Bachelor’s degree in Finance or related field and a proven ability to ensure information is precise and complete while helping clients progress toward