Financial Advisor

Thrivent; Tulsa (OK); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Thrivent in Tulsa, OK is seeking a Financial Advisor in a full-time hybrid role. You will collaborate with clients to assess goals and develop tailored financial plans, with emphasis on retirement planning, investments, and insurance. Daily duties include analyzing clients' financial situations, recommending solutions to fit their needs, and building long-term relationships through ongoing support and educational workshops to improve financial literacy.

Qualifications

• Proven knowledge in financial planning and advisory services.
• Experience in retirement planning and investments.
• Strong communication and relationship-building skills.

Responsibilities

• Analyze clients' financial situations and goals.
• Create tailored financial plans and recommendations.
• Build long-term client relationships with ongoing support.
• Lead workshops and educational programs to improve financial literacy.

Skills

Financial Planning

Retirement Planning

Investments

Interpersonal Skills

Communication

Team Collaboration

Independent Working

Education

Bachelor’s degree in Finance, Economics, Business

Job description

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 Tulsa, 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