Financial Advisor

Thrivepoint Financial is searching for a Financial Advisor who believes they can excel within a highly motivated and growing financial services firm. The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.Key Attributes:· Health and Life Insurance License, SIE, and Series 66 required· Proficient in client prospecting· Comfortable communicating with clients· Strong writing, editing and verbal communication abilities, including correct punctuation, spelling, and grammarResponsibilities:Develop and actively prospect for new clients.Analyze financial data and provide advice on investments, insurance, and other financial matters.Identify and recommend strategies to help clients reach their financial goals.Monitor the performance of investments and make adjustments as needed.Stay up-to-date on market trends and changes in regulations.Provide guidance on retirement planning, tax planning, estate planning, and other financial topics.

Created: 2025-01-07