Financial Services Professional

3 days ago


Fond du Lac, Wisconsin, United States Thrivent Financial Full time
About the Role

As a Thrivent Financial advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also serving as a guide and coach to help them navigate the complexities of financial planning.

Key Responsibilities
  • Build and maintain relationships with clients, understanding their unique financial situations and goals.
  • Provide personalized financial advice and guidance, connecting clients to Thrivent's insurance, investment, banking, and generosity programs.
  • Develop and implement comprehensive financial plans, taking into account clients' values, goals, and risk tolerance.
  • Stay up-to-date on industry trends and best practices, ensuring that clients receive the most current and effective financial guidance.
  • Collaborate with other Thrivent professionals to provide a seamless and integrated financial experience for clients.
Requirements
  • Bachelor's degree or equivalent experience.
  • 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.
What We Offer
  • 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.


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