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Financial Advisor

Thrivent

Company Description Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping people build strong financial futures and live generously. Serving more than 2 million clients, Thrivent offers financial advice, insurance, investments, banking, and generosity programs designed to make money a meaningful tool rather than an end goal. The organization focuses on partnering with clients to navigate life's financial challenges with care and attention to what matters most to them. Thrivent is deeply committed to community impact and values-driven decision making. For more information, visit thrivent.com or connect via Thrivent's social media channels. Role Description The Financial Advisor role in Omaha, NE is a full-time, on-site position focused on helping clients create and implement personalized financial strategies. Day-to-day responsibilities include meeting with clients to understand their goals, conducting financial analyses, and developing plans for retirement, investments, insurance, and other key financial needs. The Financial Advisor will provide ongoing guidance, monitor client portfolios, and adjust strategies in response to changing circumstances and market conditions. The role also involves educating clients on Thrivent's products and services, maintaining compliance with regulatory and company standards, and building long-term relationships through regular reviews and proactive outreach. Collaboration with internal teams and participation in local community and networking activities are also expected. Qualifications Candidates should possess strong Financial Planning and Financial Advisory skills, including the ability to develop holistic, client-centered financial strategies. Candidates should possess solid Finance and Investments skills, with the capability to analyze markets, recommend appropriate solutions, and manage diversified portfolios. Candidates should possess expertise in Retirement Planning, including designing income strategies and long-term savings plans aligned with client objectives. Relevant licenses and certifications (such as FINRA Series registrations, state insurance licenses, CFP® or similar) are highly beneficial or may be required within a specified timeframe. Excellent communication, relationship-building, and presentation skills, with a client-service mindset and high ethical standards. Ability to work on-site in Lincoln, NE, manage multiple client relationships, and use financial planning and CRM tools effectively. Bachelor's degree in finance, business, economics, or a related field is preferred; prior experience in financial services or advisory roles is advantageous. #J-18808-Ljbffr Thrivent

Vacancy posted 4 days ago
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