Position Overview
Summary
Meaningful work. Rewarding career.
Are you ready to step into a pivotal role within a well-established and thriving financial team? As the Lead Advisor at Emerald Financial Group, you will have the unique opportunity to directly engage with a well-established and highly valued client base while leading a team of financial advisors who share a strong commitment to serving others and living a life of generosity.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Job Description
Position Summary
The Lead Advisor plays a crucial role in guiding clients towards achieving their financial and investment goals. This position requires a deep un...