Entry-Level Financial Advisor Trainee (Hybrid)

Thrivent Financial For Lutherans; Seattle (WA); Híbrido; USD 75.000 - 150.000; Tempo integral

Benefícios oferecidos por esta vaga

401(k) matching

Health insurance

Life insurance

Paid time off

Paid training

Resumo da vaga

Thrivent Financial For Lutherans is seeking candidates for roles that involve setting appointments, analyzing client needs, and communicating tailored financial plans and risk management solutions. The position emphasizes goal orientation to meet revenue targets in financial advice, asset management, and insurance products, with apprenticeship/internship tracks toward permanent roles.

Ideal candidates may be considered for accelerated management opportunities, and sign-on bonuses may be

Qualificações

• Candidates must have ability to set appointments, analyze client needs, and effectively communicate financial plans and risk management solutions.
• Candidates must be goal oriented and driven to achieve revenue targets on financial advice, asset management, and insurance products.
• Prior experience preferred, and apprenticeship/internships with direct track to permanent positions available for otherwise qualified candidates needing to build industry experience.
• Ideal candidates may be considered for accelerated management opportunities.
• Ask about sign on bonuses for FINRA registered reps with Series 6 or Series 7 registration or Life/Health/Accident License.

Responsabilidades

• Set appointments and analyze client needs to tailor financial plans.
• Communicate financial plans and risk management solutions to clients.
• Pursue revenue targets on financial advice, asset management, and insurance products.
• Participate in apprenticeship/internships with direct track to permanent positions.
• Potential for accelerated management opportunities.

Conhecimentos

Appointment setting

Client needs analysis

Financial plan communication

Risk management knowledge

Descrição da vaga

Thrivent Financial For Lutherans is seeking candidates for roles that involve setting appointments, analyzing client needs, and communicating tailored financial plans and risk management solutions. The position emphasizes goal orientation to meet revenue targets in financial advice, asset management, and insurance products, with apprenticeship/internship tracks toward permanent roles.

Ideal candidates may be considered for accelerated management opportunities, and sign-on bonuses may be