Licensed Financial Advisor

September 23

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Thrivent

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We offer financial advice • investments • insurance • banking and generosity programs.

5001 - 10000

Description

• This job isn’t about finding clients; it’s about engaging them. • You learn about their values and dreams and help them form a financial strategy to achieve their goals. • Your role focuses on harnessing your natural sales ability to forge long-lasting relationships with clients by identifying new growth opportunities. • Your ability to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. • This unique position will not only allow you to make a tangible and lasting impact on our clients' lives but will also contribute significantly to the company's growth.

Requirements

• Currently hold Securities Series 7 license • Positive, Energetic & Results-Driven • Collaborative and Team-Oriented • Strong Relationship Builder • College degree or equivalent work experience • The ability to pass a background check (criminal and financial) • If necessary, pass your life and health and 66 licensure within 90 days of transfer • Eligibility to be securities registered and insurance licensed in all 50 states • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies)

Benefits

• Comprehensive medical, vision, and dental (we care about your health) • 401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us) • Robust tools like Salesforce, MoneyGuidePro, and more (also paid by us) • Tuition reimbursement (you might have to fill out a form) • Flexibility to work from home or the office (whatever style brings you the most success) • The exciting feel of a start-up (but the stability & backing of a Fortune 500 company) • 4-weeks of PTO (take care of yourself so you can take care of our clients) • Up to 20 hours of volunteer time off (help the people we serve and the communities we foster) • Corporate gift matching up to 3:1 (where you donate, we’ll donate)