Client-Centric Financial Advisor | Planning & Investments

Thrivent; Wethersfield (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Thrivent is seeking a Financial Advisor for an on-site, full-time role in Wethersfield, CT. You will meet clients to assess goals, analyze finances, and develop personalized strategies for saving, investing, retirement, and risk management.

Daily activities include reviews, product recommendations, portfolio monitoring, and ongoing guidance with emphasis on compliant, fiduciary client service. Strong communication and relationship-building skills are essential as you educate clients on financial

Qualifications

• Bachelor’s degree in finance, business, economics or related field preferred.
• FINRA securities licenses and applicable insurance licenses preferred or able to obtain.
• Experience in financial services or advisory roles beneficial.
• Strong client relationship and communication skills.
• Ability to work independently and as part of a collaborative team.
• Commitment to regulatory compliance and fiduciary responsibility.

Responsibilities

• Meet with clients to assess financial goals and develop personalized strategies.
• Analyze client finances and design saving, investing, retirement, and risk management plans.
• Conduct financial reviews, recommend products, and monitor portfolios.
• Educate clients on financial concepts and maintain detailed records.
• Collaborate with internal teams to deliver comprehensive solutions.
• Build and maintain strong client relationships through proactive communication.

Skills

Financial Planning

Financial Advisory

Finance and Investments

Retirement Planning

Client relationship management

Regulatory compliance

Fiduciary responsibility

Licensing (FINRA)

Education

Bachelor’s degree in finance, business, economics

Tools

FINRA licenses

Insurance licenses

Job description

Thrivent is seeking a Financial Advisor for an on-site, full-time role in Wethersfield, CT. You will meet clients to assess goals, analyze finances, and develop personalized strategies for saving, investing, retirement, and risk management.

Daily activities include reviews, product recommendations, portfolio monitoring, and ongoing guidance with emphasis on compliant, fiduciary client service. Strong communication and relationship-building skills are essential as you educate clients on financial