Virtual Financial Advisor at Thrivent, providing purpose - based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well - being while working in a hybrid role.
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Hybrid Investment, Banking, Retirement & Financing Advisor
Posted 14 hours ago
About the role
- Investment & Financial Consultant role at iAdvise Financial Services focusing on client advisory and financial planning. Join a dynamic team committed to making a difference in clients' financial futures.
Responsibilities
- Advising existing clients
- Acquiring new clients
- Financing advice and financial planning, including budgeting, tax and housing/real estate planning
- Supported through a qualified trainee program and training toward certification as an Academic Financial Services Professional
Requirements
- Experience in the banking, insurance or investment sector
- Professional demeanor
- Excellent command of the German language
- Completed BÖV, insurance agent and/or financial/wealth advisor certification is a plus
Benefits
- Commission / revenue-sharing
- Bonus payments
- Company car
- Internal career advancement opportunities
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Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Virtual Financial Advisor providing financial guidance to clients aligned with Thrivent’s mission. Engaging existing clients and utilizing a robust advice framework in a hybrid work environment.
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