Financial Planning Consultant
Thrivent Financial
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Motivated by helping others and seeing them achieve their goals. Passionate about living a life of generosity by serving others, not just selling products. 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. Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. You’ll get all the benefits of a Fortune 500 organization and more. Unlimited earning potential through biweekly 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. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. 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 $194 billion in assets under management/advisement (as of 12/31/24). 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, 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.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. com or FINRA’s Broker Check for more information about our financial advisors.
$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and... ..., endowments & foundations, businesses, and qualified plans). Our clients current investment services include retirement...SuggestedRemote work- ...and sustainable health outcomes. Role Description The Financial Business Consultant is a full-time, remote role responsible for delivering... ...proficiency with financial and data tools (e.g., Excel, financial planning systems, BI tools) and strong attention to detail....SuggestedFull timeRemote work
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant...Suggested
- ...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...financial advice and strategic planning to help them reach their unique... ...& Relationship Building: Follow a consultative sales approach to build and manage a strong...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible... ...architect sophisticated, fully customized wealth strategies and planning for founders, executives, and multigenerational families, and...Work at officeRemote workFlexible hours
- ...professional development. Role Description The Financial Advisor is a full-time, remote role... ..., developing personalized financial plans, and recommending strategies for savings... .... This role involves conducting virtual consultations, preparing clear documentation and...Full timeRemote work
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning market area who is interested in working with... ...philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools....Worldwide
- ...Financial Advisor Elmira, NY We are seeking an experienced Certified Financial Planner to join our team in the greater Elmira,... ...to high net-worth clients, delivering comprehensive financial planning and wealth management solutions while building long-term client...Local areaRelocationRelocation package
- ...Financial Advisor At BMO Bank In Cedar Rapids, IALPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Cedar Rapids, IA would allow you to join the Investment Program at BMO Bank as...Local area
- ...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...and guidance Product and Service Consultation: Discuss financial products and services... ...vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and...Work experience placementWork at officeLocal areaFlexible hours
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
- ...work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services... ...pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision,...
- ...within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these... ...dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation...Work experience placementLocal areaRemote workFlexible hours
- ...Financial Advisor At BMO Bank In Cedar Rapids, IA LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Cedar Rapids, IA would allow you to join the Investment Program at BMO Bank...Local area
- ...America Managing Partner at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Full timeInternshipLocal area
- As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based...Full timeWork at office
$65k
Join New York Life Iowa General Office as an Entry-Level Financial Advisor and begin your journey in the insurance industry with one of the most respected names in the field. Here, you'll have the opportunity to grow your career with guidance from seasoned professionals...Work at officeImmediate start- ...we are committed to building the most financially secure communities in America, one person... ..., growing into leadership and advanced planning roles over nearly two decades.... ...solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their...InternshipWork at officeLocal areaOverseasVisa sponsorshipFlexible hours
- ...and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part-time, remote/telecommute position, meaning you will have the flexibility to work...Part timeRemote workFlexible hours
- ...J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families in Cedar Rapids. You will work with clients at various life stages to tailor strategies that align with their goals....
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$57.2k - $108.8k
...the Cedar Rapids Finance team. Available experiences include Financial Planning and Analysis Financial Accounting Program Planning and... ...flow position. Provide guidance or expertise to external consultants and advisors (e.g. tax advisors accounting firms) with data...Full timeContract workTemporary workWork experience placementInternshipWork at officeRemote workRelocationFlexible hours$107.5k - $204.5k
...systems, meeting objectives and working with team members on financial analysis, research, budgets, and forecasts. Responsible for preparation... ...IA.What You Will DoProvide effective financial administrative planning and control on large/challenging development programsDevelop...Contract workTemporary workWork experience placementWork at officeRemote workFlexible hours- Associate Financial Advisor Company Description TrueWealth Stewardship, LLC helps smart people develop and deploy a personalized financial... ...excessive taxes. Our work includes retirement and estate planning, tax planning, and investment portfolio management tailored to...Full timeWork at office
$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned... ...not limited to, one-on-one counseling, consultation with a commander or with another... ...establishing an extended absence financial plan. Develop and make available informational...Full timeContract workWork at officeFlexible hours- ...advancement Training & development Vision insurance The Northwestern Mutual College Financial Advisor internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company. Interns gain guidance, connections,...Full timeInternshipWork at officeLocal areaFlexible hours
$300k
...Job Description Job Description As an Experienced Financial Advisor at New York Life, you'll play a crucial role in empowering clients... ...financial goals through personalized advice and strategic planning. Develop and maintain long-term relationships with clients,...Full timePart timeImmediate start- ...WealthBridge Financial Group in Iowa seeks a Managing Director to lead a seasoned team of financial advisors while continuing to manage your own client practice. You will recruit, mentor, and develop advisors, foster a high-performance culture, and help shape the future...
- ...leaders seeking broad exposure across Finance while developing the financial, business, data, and technology skills needed to become a... ...assignments across Finance & Accounting functions, including Financial Planning & Analysis (FP&A), Accounting, Treasury, Tax, Internal Audit,...Rotational programFull timeWork experience placementInternship
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