Certified Financial Planner

Company: Thrivent Financial Services - Sacramento
Location: Roseville
Posted on: March 13, 2023

Job Description:

Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Responsibilities:

Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Create customized financial plans suitable for each client based on potential life changes and changing financial needs


Qualifications:

Bachelor's degree in business administration, finance, or related field is required
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
--- Bachelor's Degree In Business is preferred but not required
--- Leadership, Sales, Customer Service, or a Marketing Background is required
--- Bilingual is always a plus

About Company:
At Thrivent Financial Services - Sacramento we believe money is a tool. Driven by a higher purpose at our core, we are committed to providing advice, insurance, banking, and generosity programs to help people make the most of their finances. We are in holistic financial services, we are dedicated to serving the unique needs of clients. We focus on them and their priorities, guiding them toward financial choices that will help them live the life they want.

Keywords: Thrivent Financial Services - Sacramento, Roseville , Certified Financial Planner, Accounting, Auditing , Roseville, California