Team-Based Financial Advisor

2 months ago

Kalamazoo, United States Thrivent Full time
Job DescriptionJob Description

Team-Based Financial Advisor

Enjoy the rewards of working as part of a team helping clients make financial choices guided by values. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have a stable income and the ability to focus on learning and development and the opportunity to serve clients with mentorship.

Licensing and Training
Over your first 2 to 3 months, you will study for and obtain necessary licenses, including:

  • State Life, Health and Annuity
  • Securities Industry Essentials (SIE)
  • Series 6 and 63 or 7 and 66.

After completing licensing, you 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.
  • Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
  • 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.

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.

Compensation and Benefits
You will receive stable income that includes individual and team sales commissions and incentive pay structures. You 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.
  • 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 and award-winning workshops 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.

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