Financial Advisor

6 days ago

Ontario, California, United States Thrivent Financial Full time
Join Thrivent Financial as a Team Sponsored Financial Advisor

As a Team Sponsored Financial Advisor with Thrivent Financial, you will have the opportunity to serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude.

About the Role

In this role, you will support and joint fieldwork opportunities will come directly from experienced financial advisors. The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production.

Licensing and Training

Candidates in the Team Sponsored Launch model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations). These licenses include:

  • Resident state Life, Health and Annuity
  • Securities Industry Essentials
  • Series 6/63 or 7/66 (7/63 and 65)

After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks.

What You Can Expect

After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years.

During this period, typical activities include:

  • Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
  • Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
  • Building a strong personal network through local nonprofits, churches, and businesses for future growth.
  • Developing skills and best practices to be a successful financial advisor.
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.
Compensation and Benefits

Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Salary range for this role is $40,000-$60,000 plus commission. Candidates will also be eligible for Thrivent's industry-leading benefits:

  • Medical, dental and vision insurance.
  • Disability, accidental death and dismemberment insurance.
  • 401(k) and pension opportunities.
  • Access to unique tools to engage clients in their community to make a real impact.
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.

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