About this role
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA at Thrivent. Location: Redondo Beach, California, United States. Role: Handle communications, Identify criteria, Open applications Requirements: 2+ years in financial services as a licensed advisor; Series 7 and 66 or 7/63/65 and life/health/annuities licenses; proficiency with Money Guide Pro, Wealthscape, Morningstar, Salesforce; strong customer service and confidentiality; ability to multitask. Category: Finance and Accounting Seniority: Mid Level Tools: Money Guide Pro, Wealthscape, Morningstar, Salesforce Certifications: series 7, series 66, life, health and annuities Commitment: Full Time Workplace: Onsite Languages: English