Entry Level Financial Associate

Thrivent Financial For Lutherans; Seattle (WA); Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Life insurance

Paid time off

Paid training

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Appointment setting

Client needs analysis

Financial plan communication

Risk management knowledge

Job description

Job Overview

Full job description

We offer industry leading on the job training and development

Qualifications & Responsibilities

Candidates must have ability to set appointments, carefully 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 ideal candidates must demonstrate abilities to pick up concepts and product knowledge quickly.

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.

Compensation

Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year

Benefits

• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Paid training

Compensation package

• Bonus opportunities
• Signing bonus

Schedule & Location

Weekly schedule: Monday to Friday

Work setting: Hybrid work

Work Location: Hybrid remote in Hastings, MN 55033