Team-Based Financial Advisor - North Central Florida Group

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

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

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

Qualifications

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