WA Licensed Financial Advisor
virtual vocationsDenver, CO
WA Licensed Financial Advisor
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
To support a growing financial practice, the full-time WA Licensed Financial Advisor will provide expert financial advice, build genuine client relationships, and leverage a network to connect clients with Thrivent products, all while enjoying the flexibility of a self-managed schedule.
Key responsibilities:
Guide clients on their financial journeys through personalized advice and actionable strategies
Develop and maintain long-term relationships with clients based on trust and understanding
Market financial workshops and manage client appointments to grow the practice
Required qualifications:
Bachelor's degree or equivalent experience; military veterans are encouraged to apply
Attainment of FINRA SIE, life, and health licenses before contracting
Satisfactory background check and fingerprinting, if applicable
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JOB OVERVIEW
Experience level
Mid
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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