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Financial Advisor

Company: Thrivent
Location: Lakeland
Posted on: January 15, 2022

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

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

Keywords: Thrivent, Lakeland , Financial Advisor, Accounting, Auditing , Lakeland, Florida

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