Financial Advisor

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

Company Description

Thrivent is a Fortune 500 diversified financial services organization that partners with clients to navigate life’s financial decisions with care and purpose. Guided by the belief that money is a tool, not a goal, Thrivent supports more than 2 million clients through financial advice, insurance, investments, banking, and generosity programs. With a 100-year legacy, the company is committed to helping people build strong financial futures while supporting more generous lives in their communities and beyond. Thrivent offers a values-driven culture that emphasizes long-term relationships, integrity, and client-centered service. To learn more, visit thrivent.com or follow Thrivent on major social media platforms.

Role Description

This full-time, on-site Financial Advisor role is based in Wethersfield, CT. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situations, and develop personalized strategies for saving, investing, retirement, and risk management. Daily responsibilities include conducting financial reviews, recommending appropriate products and services, monitoring client portfolios, and providing ongoing guidance as client needs evolve. The role also involves educating clients on financial concepts, maintaining detailed records, adhering to regulatory and compliance requirements, and collaborating with internal teams to deliver comprehensive solutions. Building and maintaining strong client relationships through proactive communication and follow-up is central to this position.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to develop and present personalized financial strategies.
• Candidates should possess skills in Finance and Investments to analyze markets, evaluate products, and construct diversified portfolios.
• Candidates should possess skills in Retirement Planning to help clients design and manage long-term retirement income plans.
• Strong client relationship management and communication skills, with the ability to explain complex concepts in clear, accessible language.
• High ethical standards, sound judgment, and commitment to regulatory compliance and fiduciary responsibility.
• Relevant licenses or the ability to obtain them (such as FINRA securities licenses and applicable insurance licenses) within required timeframes.
• Bachelor’s degree in finance, business, economics, or a related field is preferred; prior experience in financial services or advisory roles is beneficial.
• Proven ability to work independently, meet goals, and contribute to a collaborative, client-focused team environment.