Thrivent

Associate Financial Advisor - Coastal Wealth Advisors

Thrivent

3 months ago
Newbury Park, CA
Onsite
Full Time
Medior
1 applicant
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Thrivent
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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.

Skills

Qualifications

Series 7Series 66Series 63Series 65State Life Health & Annuities License
Thrivent

About Thrivent

thrivent.com

Plan your finances for the people, causes and community you love.

About Thrivent

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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