Associate Financial Advisor - Coastal Wealth Advisors
Thrivent(1 month ago)
About this role
An Associate Financial Advisor at Coastal Wealth Advisors (Thrivent) in Newbury Park, CA, is an early-career advisory role within a member-owned financial services organization. The position supports the practice that delivers holistic financial planning, advice, insurance and investment solutions to clients and contributes to their financial well-being.
Required Skills
- Client Service
- Financial Planning
- Relationship Management
- Salesforce
- MoneyGuide Pro
- Trading
- Compliance
- Communication
- Analytical Thinking
- Microsoft Excel
Qualifications
- Series 7
- Series 66
- Series 63
- Series 65
- State Life Health & Annuities License
- Satisfactory Background Check
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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