Financial Advisor - New York, New York
On-siteNew York City, New York, United States
Job Summary
Build a financial practice guiding clients on their journeys to financial clarity through purpose-based advice, investments, insurance, and banking. Provide personal, actionable, and achievable guidance while connecting clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships based on trust and understanding, serving clients within your chosen community. Make client appointments by leveraging your network and delivering award-winning financial workshops to market your practice. Enjoy the flexibility to control your schedule, allowing for work-life balance, with support from specialists across business development, marketing, technology, and engagement as you grow your business.
Required Qualifications
- Bachelor's degree or equivalent experience
- 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
Desired Qualifications
- Series 7 and 66 registrations
- Self-disciplined, independent and driven to succeed
- Motivated by helping others and seeing them achieve their goals
- A natural coach or guide with strong interpersonal skills
- Passionate about living a life of generosity by serving others, not just selling products
- Career background in outside sales, business management, education, ministry, hospitality, military
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.