Holistic Financial Advisor: Retirement & Investments

Thrivent; Bismarck (ND); On-site; USD 60,000 - 90,000; Full time

Job summary

Thrivent in Bismarck, ND is seeking a Financial Advisor to provide personalized guidance across budgeting, protection, retirement, and investments. You will meet clients, analyze finances, and present recommendations.

Build your client base through networking and community involvement while adhering to regulatory standards. This full-time, on-site role offers growth opportunities within Thrivent's trusted financial solutions.

Qualifications

• Clients rely on holistic financial planning and personalized guidance.
• Ability to analyze options and construct suitable portfolios.
• Experience with retirement income planning and risk management.
• Strong communication and interpersonal skills for clear explanations.
• Demonstrated integrity and commitment to client-centered service.

Responsibilities

• Meet with clients to clarify goals and develop financial strategies.
• Conduct financial analyses and prepare client recommendations.
• Present investment and insurance solutions and implement plans.
• Maintain ongoing client relationships through reviews and adjustments.

Skills

Financial Planning

Financial Advisory

Investments Knowledge

Retirement Planning

Communication Skills

Networking

Education

Bachelor's degree in finance, business, economics, or related field

Job description

Thrivent in Bismarck, ND is seeking a Financial Advisor to provide personalized guidance across budgeting, protection, retirement, and investments. You will meet clients, analyze finances, and present recommendations.

Build your client base through networking and community involvement while adhering to regulatory standards. This full-time, on-site role offers growth opportunities within Thrivent's trusted financial solutions.