Financial Advisor

Thrivent; Oklahoma City (OK); Híbrido; USD 50.000 - 80.000; Jornada completa

Descripción de la vacante

Thrivent in Oklahoma City is seeking a Financial Advisor to guide clients in retirement planning, investments, and insurance, combining on-site and remote work in a hybrid role.

You will analyze clients' financial situations, tailor financial plans, and build long-term relationships through ongoing support and educational programs to enhance financial literacy.

Formación

• Strong knowledge and experience in Financial Planning, Finance, and Financial Advisory.
• Proficiency in Retirement Planning and Investments.
• Excellent interpersonal, communication, and relationship-building skills.
• Ability to work independently and in a team-oriented environment.
• CFP certification or willingness to obtain it.
• Experience in insurance or financial services is a plus.
• Bachelor's degree in Finance, Economics, Business, or a related field preferred.

Responsabilidades

• Analyze clients' financial situations and recommend tailored solutions.
• Develop and implement financial plans focused on goals such as retirement and investments.
• Foster long-term client relationships through ongoing support.
• Lead workshops and educational programs to improve financial literacy.

Conocimientos

Financial planning

Retirement planning

Investments

Interpersonal skills

Communication

Teamwork

CFP certification

Educación

Bachelor's degree in Finance, Economics, Business or related field

Descripción del empleo

Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping over 2 million clients navigate financial challenges. We believe money is a tool to improve lives, not just a goal, and we offer personalized financial advice, insurance, investments, banking, and generosity programs. Committed to empowering people to build a secure financial future, Thrivent also encourages a spirit of generosity to strengthen communities. Guided by a purpose-driven mission, Thrivent strives to make financial planning meaningful and impact-driven.

Role Description

This is a full-time hybrid role based in Oklahoma City, OK, with opportunities to work both on-site and from home. As a Financial Advisor, you will collaborate with clients to assess financial goals, develop tailored financial plans, and offer expert guidance in areas such as retirement planning, investments, and insurance. Daily responsibilities include analyzing clients' financial situations, recommending solutions to fit their unique needs, and fostering long-term relationships through ongoing support. You will also contribute to their financial literacy and overall well-being through workshops and educational programs.

Qualifications

• Strong knowledge and experience in Financial Planning, Finance, and Financial Advisory
• Proficiency in Retirement Planning and Investments
• Excellent interpersonal, communication, and relationship-building skills
• Ability to work independently and in a team-oriented environment
• Relevant certifications such as CFP or willingness to obtain them
• Experience in insurance or financial services is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field preferred