Senior Financial Advisor — Team-Based Planning & Relationships

Thrivent; Tallahassee (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Thrivent in Tallahassee, FL is seeking a senior financial planning professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You will create and cross-check financial plans to ensure accuracy and compliance.

In this role you will support investment professionals, cultivate client relationships, and contribute to the development of comprehensive financial strategies for a diverse client base, leveraging your deep understanding of the

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relationships

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

Thrivent in Tallahassee, FL is seeking a senior financial planning professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You will create and cross-check financial plans to ensure accuracy and compliance.

In this role you will support investment professionals, cultivate client relationships, and contribute to the development of comprehensive financial strategies for a diverse client base, leveraging your deep understanding of the