✦ Luna Orbit — Finance & Accounting

Financial Advisor - St. Cloud/Alexandria & Surrounding Areas

at Thrivent Financial for Lutherans

📍 2 Locations Unknown Posted March 13, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Entry level
Education Bachelor's degree or equivalent experience
Category Finance & Accounting

About this role

Provide expert financial advice to clients, helping them build, grow, and protect their financial well-being through purpose-based guidance and products.

Key Responsibilities

  • Build client relationships
  • Provide financial advice
  • Develop long-term plans
  • Market services
  • Obtain necessary licenses

Technical Overview

Role involves financial planning, client relationship management, and licensing in insurance and securities, with a focus on community engagement and personalized advice.

Ideal Candidate

The ideal candidate is a motivated financial professional with a bachelor's degree, holding FINRA SIE, Series 7, and 66 licenses, with strong interpersonal skills and a passion for serving communities through purpose-based financial advice.

Must-Have Skills

Bachelor's degree or equivalent experienceAttainment of FINRA SIELife and health licenses

Nice-to-Have Skills

Experience in outside salesBusiness managementEducationMinistryHospitalityMilitary

Tools & Platforms

Client networkMarketing toolsAdvisory platforms

Required Skills

Financial advisingInsuranceInvestmentsSeries 7Series 66FINRA SIELife and health licensesFinancial planningClient relationship management

Hard Skills

Financial advisingInsuranceInvestmentsSeries 7Series 66FINRA SIELife and health licensesFinancial planningClient relationship management

Soft Skills

Interpersonal skillsRelationship buildingCommunicationSelf-disciplineMotivationGuidance

Certifications

Required

FINRA SIELife and health licenses

Industry & Role

Industry Insurance
Job Function Financial advising and client relationship management

Keywords for Your Resume

Financial AdvisorFINRA SIESeries 7Series 66Life and health licensesFinancial adviceClient relationshipsInsuranceInvestmentsFinancial planningGenerosityCommunity engagementPurpose-based adviceCommissionIncentives

Deal Breakers

Lack of required licenses, No experience in financial advising, Unwillingness to obtain licenses

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