On-Site Financial Advisor — Retirement & Wealth Strategy

Thrivent

Omaha (NE)

On-site

USD 70,000 - 120,000

Full time

10 days ago

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Job summary

Thrivent in Omaha, NE seeks a full-time Financial Advisor to build personalized financial strategies with clients, guiding retirement, investments, and insurance decisions. You will meet with clients to assess goals, perform analyses, and develop plans while staying compliant with regulations.

The role emphasizes ongoing guidance and proactive outreach to sustain long-term relationships. You will collaborate with Thrivent teams and participate in local community networking, with on-site duties

Qualifications

Strong Financial Planning and Financial Advisory skills to develop holistic client-centered financial strategies.
Solid Finance and Investments skills to analyze markets and portfolios.
Expertise in Retirement Planning with income strategies and long-term savings.
Licenses and certifications such as FINRA Series, state insurance licenses, CFP or similar.
Excellent communication, relationship-building and presentation skills with high ethics.
Ability to work on-site in Lincoln, NE, manage multiple client relationships using planning and CRM tools.
Bachelor's degree in finance, business, economics, or related field; prior experience in financial services or advisory roles is advantageous.

Responsibilities

Meet with clients to understand goals and develop personalized financial plans.
Conduct financial analyses and create strategies for retirement, investments, and insurance.
Provide ongoing guidance, monitor portfolios, and adjust plans as markets change.
Educate clients on Thrivent's products and maintain regulatory compliance.
Build long-term client relationships through regular reviews and proactive outreach.
Collaborate with internal teams and participate in local community networking activities.