Industry: Financial Planning Consultants,Financial Planners,Investment Advisory Service

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team as a Financial Planner at Lance Thompson – Thrivent

If you are passionate about helping others achieve their financial goals and enjoy working in a collaborative environment, we have an exciting opportunity for you. Lance Thompson – Thrivent is currently seeking a dedicated and experienced Financial Planner to join our team in providing personalized financial planning services to our clients.

About Lance Thompson – Thrivent

Lance Thompson – Thrivent is a well-established financial services firm that is committed to helping individuals and families achieve financial security and stability. With a focus on building lasting relationships with our clients, we offer a wide range of financial planning services to help our clients reach their unique goals and objectives.

Job Responsibilities:

• Provide comprehensive financial planning services to clients, including retirement planning, estate planning, investment management, and insurance strategies
• Develop customized financial plans tailored to each client’s specific needs and goals
• Conduct thorough financial analysis to assess clients’ current financial situation and develop recommendations for improvement
• Monitor and review clients’ financial plans regularly to ensure they remain aligned with their goals
• Stay informed about current market trends and investment opportunities to provide clients with up-to-date advice
• Build and maintain strong relationships with clients to understand their evolving financial needs and provide ongoing support and guidance

Qualifications:

• Minimum of 3 years of experience in financial planning or a related field
• Certified Financial Planner (CFP) designation preferred
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Series 7 and 66 licenses preferred

Why Join Lance Thompson – Thrivent:

At Lance Thompson – Thrivent, we offer a supportive and collaborative work environment where you can grow and develop your skills as a financial planner. In addition to competitive compensation and benefits, you will have the opportunity to work with a diverse group of clients and make a meaningful impact on their financial well-being.

If you are looking to take the next step in your career and help others achieve their financial goals, we encourage you to apply for the Financial Planner position at Lance Thompson – Thrivent. Join us in making a difference in the lives of our clients and building a successful career in the financial services industry.

To apply for this position, please click on the Apply Now button on this page.