Junior Financial Analyst driving financial data transparency and supporting cost improvement activities. Engaging in monthly closures and supporting management decision - making through analytics.
About the role
- 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.
Responsibilities
- Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.
- Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.
- Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
- Have access to a large existing client base with the ability to also help your friends, family and natural market.
- Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.
- Get the support of a collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.
Requirements
- Bachelor’s degree or equivalent experience.
- Military veterans are encouraged to apply.
- FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
- State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
- Eligibility to be securities registered and insurance licensed in all 50 states.
- Satisfactory background check (criminal and financial).
Benefits
- Comprehensive medical, vision and dental.
- 401(k) matching and a pension plan.
- Life and disability income insurance.
- Maternity/paternity leave as well as adoption and surrogacy assistance.
- Tuition reimbursement.
- Four weeks of paid time off, plus up to 20 hours of volunteer time off.
- 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.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Investment Banker contributing to generative AI tools for financial modeling and transaction analysis. Producing investment banking deliverables and working in a remote, project - based environment.
WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
Manager leading a small team of collectors within a larger global AR organization. Driving portfolio performance, process execution, and team effectiveness with strong collections experience.
Investment Sales Specialist at BlackRock focusing on enhancing alternative product distribution through advisor relationships. Responsibilities include client education and leveraging internal resources for optimal client engagement.
Collaborating with licensed Financial Advisors to meet sales goals and complete licensing. Prepare for career as Financial Advisor with Hancock Whitney in Louisiana.
Personal Finance Advisor at Caisse Desjardins de Rouville managing client relationships and advising on financial strategies. Focus on member satisfaction and integrated financial solutions within the cooperative.
Finance Manager leading financial planning & analysis for Corporate Segment at Sun Life. Providing strategic insights and ensuring accurate forecasting for operational performance.
Financial Reporting Accountant responsible for maintaining financial records and reporting for Evernorth. Engaging in accounting tasks, reporting projects, and collaborating with management.
Financial Analysis Advisor at Cigna driving pharmacy pricing performance through analysis and contract management. Leading strategic initiatives and improving financial processes in a hybrid work environment.