Financial Advisor
4 weeks ago
About the job
Meaningful work. Rewarding career.
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you’ll:
- Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
- Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
- Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
- Have the flexibility to control your schedule, allowing for work-life balance.
- Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
- Self-disciplined, independent and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
- Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
- Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
- Medical, dental, vision, disability and accidental death and dismemberment insurance.
- Pension, 401(k) and retiree medical plans.
- Ongoing support, training and opportunity for professional growth.
- Well-being programs to help you manage your physical, emotional and financial health.
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
- Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.
-
Financial Advisor
4 weeks ago
naperville, United States Thrivent Full timeAbout the jobMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives...
-
Financial Advisor
1 week ago
naperville, United States Kuhn Capital Partners, LLC Full timeDescriptionDue to our growth, we need a client-obsessed Certified Financial Planner to meet and manage relationships with current and future clients. Our marketing efforts are derived from our radio show Destination Retirement, which airs every Saturday on WLS and two markets outside Chicago. Our access to institutional tax reduction strategies in the energy...
-
Financial Advisor
3 weeks ago
naperville, United States Kuhn Capital Partners, LLC Full timeDescriptionDue to our growth, we need a client-obsessed Certified Financial Planner to meet and manage relationships with current and future clients. Our marketing efforts are derived from our radio show Destination Retirement, which airs every Saturday on WLS and two markets outside Chicago. Our access to institutional tax reduction strategies in the energy...
-
Financial Advisor
3 weeks ago
Naperville, United States Kuhn Capital Partners, LLC Full timeDescriptionDue to our growth, we need a client-obsessed Certified Financial Planner to meet and manage relationships with current and future clients. Our marketing efforts are derived from our radio show Destination Retirement, which airs every Saturday on WLS and two markets outside Chicago. Our access to institutional tax reduction strategies in the energy...
-
Senior Financial Services Professional
4 weeks ago
Naperville, Illinois, United States Huntington Bancshares, Inc. Full timeFinancial Advisor Senior RoleWe are seeking a highly motivated and experienced Financial Advisor Senior to join our team at Huntington Bancshares, Inc. As a Financial Advisor Senior, you will be responsible for building long-lasting relationships with clients and providing expert financial guidance and planning services.Key Responsibilities:Partner with...
-
Practice Business Manager
3 weeks ago
Naperville, Illinois, United States Raymond James Financial Services Full timeJob SummaryUnder limited supervision, the Practice Business Manager manages the overall growth of the Branch or Financial Advisor's practice. This role utilizes extensive knowledge and skills to provide guidance to associates to resolve moderately complex issues, provide client service, and manage projects.Key ResponsibilitiesDirects the practice's...
-
Practice Business Manager- Naperville, IL
4 weeks ago
Naperville, Illinois, United States Raymond James Financial Services Full timeJob SummaryUnder limited supervision, the Practice Business Manager manages the overall growth of the Branch or Financial Advisor's practice. This role utilizes extensive knowledge and skills to provide guidance to associates, resolve moderately complex issues, and manage projects. The Practice Business Manager directs the practice's day-to-day operational...
-
Tax Advisor for Small Businesses
4 weeks ago
Naperville, Illinois, United States H&R Block Full timeJob Overview:As a Tax Advisor for Small Businesses at H&R Block, you will play a critical role in helping our clients navigate the complexities of tax law and ensure compliance with all relevant regulations. Your expertise will be essential in preparing financial reports, corporate entity and partnership returns, and business income tax returns. You will...
-
Senior Financial Services Professional
4 weeks ago
Naperville, Illinois, United States Huntington Bancshares Inc. Full timeJob Summary:Huntington Bancshares Inc. is seeking a Senior Financial Services Professional to join our team. As a Financial Advisor Senior, you will be responsible for building long-lasting relationships with clients and providing personalized financial solutions to meet their needs.Key Responsibilities:Partner with branch staff to uncover client needs and...
-
Financial Advisor
2 weeks ago
Naperville, IL, United States Kuhn Capital Partners, LLC Full timeDescriptionDue to our growth, we need a client-obsessed Certified Financial Planner to meet and manage relationships with current and future clients. Our marketing efforts are derived from our radio show Destination Retirement, which airs every Saturday on WLS and two markets outside Chicago. Our access to institutional tax reduction strategies in the energy...
-
Practice Manager
3 weeks ago
Naperville, IL, United States Raymond James Financial Services Full timeJob SummaryThis role is responsible for managing the overall growth of the branch or financial advisor's practice. The ideal candidate will have extensive knowledge and skills to provide guidance to associates, resolve complex issues, and manage projects. They will direct the practice's day-to-day operational functions, ensuring compliance with firm and...
-
Lead Client Advisor-Small Business and Tax
4 days ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
1 month ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
2 weeks ago
Naperville, United States H&R Block Full timeJob DescriptionJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax...
-
Lead Client Advisor-Small Business and Tax
1 month ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
1 month ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
1 month ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Lead Client Advisor-Small Business and Tax
1 month ago
Naperville, United States H&R Block Full timeJob Description:Apply principles of accounting to analyze financial information and prepare financial reports and prepare corporate entity and partnership returns. Prepare business income tax returns and statements for audits. Prepare, submit and manage tax statements and return for businesses and clients. Provide advice on financial and tax matters and...
-
Naperville, Illinois, United States BMO Financial Group Full timeJob Summary:We are seeking a highly skilled Senior Business Analyst Consultant, Retail Operations to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for designing, developing, managing, and implementing assigned projects from business case development through to execution.Key Responsibilities:Manage projects...
-
Academic Guidance Specialist
4 weeks ago
Naperville, Illinois, United States The LaSalle Group Full timeAdmissions Advisor RoleThe LaSalle Group is seeking a skilled Admissions Advisor to provide exceptional support to prospective students. As an Admissions Advisor, you will guide students through the application process, addressing their concerns and helping them overcome obstacles.Key Responsibilities:Establish relationships with prospective students through...