Financial Advisor

Job Overview We are seeking a dynamic and knowledgeable Financial Advisor to join our team and empower clients to achieve their financial goals. In this role, you will provide expert guidance on a wide range of financial services, including estate planning, investment management, and tax strategies. Your proactive approach will help clients navigate complex financial concepts, optimize their wealth management plans, and ensure their financial security. This position offers an exciting opportunity to make a meaningful impact by delivering personalized financial solutions that align with clients' aspirations and needs. Responsibilities Develop comprehensive financial plans tailored to individual client goals, incorporating estate planning, tax strategies, and investment management. Conduct detailed financial analysis using advanced financial software to assess client portfolios and recommend appropriate asset management strategies. Advise clients on securities law compliance, public accounting standards, and technical accounting practices relevant to their investments and estate planning. Build strong customer relationships through consistent communication, understanding client needs, and providing ongoing support for wealth management. Assist clients with cash management solutions, banking services, and corporate accounting insights to optimize their financial health. Stay current with industry regulations including securities law and estate law to ensure all recommendations adhere to legal standards. Support sales efforts by educating prospective clients on the benefits of comprehensive financial planning and services offered. Experience Proven experience in financial sales or advisory roles within the financial services industry. Strong background in financial concepts such as investment management, portfolio management, and risk assessment. Knowledge of estate planning tools including wills, trusts, and estate law to advise clients effectively. Familiarity with tax experience related to personal and corporate taxation strategies. Proficiency in research methods and financial analysis techniques using relevant software platforms. Excellent math skills combined with a solid understanding of accounting principles and technical accounting practices. Prior experience working within banking or wealth management environments is highly desirable. Join us to help clients unlock their financial potential through expert advice, innovative solutions, and dedicated service! Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

Job Types:

Full-time, Permanent Pay:

$75,000.00 - $150,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Financial planning services Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Matching gift program Paid training Professional development assistance Referral program Retirement plan Vision insurance

Work Location:

Hybrid remote in Omaha, NE 68144