Posted on: January 15, 2022
The ideal candidate will deliver personalized investment
solutions to help clients work toward their long-term financial
goals. They should be be comfortable creating financial plans and
cross checking work to ensure complete accuracy of information.
- Provide financial planning support to clients
- Support investment professionals to cultivate client
- Prepare financial plans and check their accuracy
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Keywords: Thrivent, Gastonia , Financial Advisor, Accounting, Auditing , Gastonia, North Carolina
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