Financial Advisor

Thrivent; Gainesville (FL); On-site; USD 50,000 - 100,000; Full time

Job summary

An established financial services practice is seeking a dedicated Financial Advisor to join their team in Gainesville. This role offers a unique opportunity to support existing clients while receiving comprehensive training and mentorship. You will engage with clients to help them achieve their financial goals, leveraging your skills and the support of experienced advisors. With unlimited earning potential and a culture focused on service and community, this position is perfect for self-motivated individuals who are passionate about making a difference in people's lives. Join a values-driven team that prioritizes professional growth and community impact.

Benefits

Unlimited earning potential

Medical, dental, vision insurance

401(k) and pension plans

Ongoing training and support

Well-being programs

Gift matching program

Membership programs for community engagement

Qualifications

• Securities registration required before contracting.
• Life, Health and Annuities registration required.

Responsibilities

• Support existing clients and assist Financial Advisors.
• Build relationships and grow a book of business.
• Participate in events to attract new clients.

Skills

Client Relationship Management

Financial Planning

Sales Skills

Interpersonal Skills

Education

Securities Registration (SIE, Series 7, 66)

Life, Health and Annuities Registration

Tools

Salesforce

Money Guide Pro

What-If Tax

Job description

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Senior Sourcer at Thrivent

Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture

Organization/Business Overview:

North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate your career. In this role, training and support will come directly from our practice, with a six-week initial onboarding provided by Thrivent. If you have a heart for helping others reach their financial goals and an aptitude for business, we’d like to connect with you.

Position Summary:

Our well-established, high performing team is currently looking for a Financial Advisor. This position provides support to North Central Florida Group’s existing client base. The position serves as a resource to established Financial Advisors and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities. The person in this role supports securities and insurance-related tasks and other administrative tasks as assigned. In addition, this role will handle client inquiries regarding their accounts, researching and communicating answers.

This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our values-driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! Industry experience is optimal. You will play a critical role in our client experience, so an outgoing and service-oriented mindset is a must. You will work closely with our team, receiving mentorship, coaching, training, and support.

Responsibilities:

1. Learn and understand the entire operation of Freedom Financial Planning Group
2. Participate in Joint Fieldwork with Freedom Financial Planning Group to build expertise and learn best-practices within the industry
3. Meet with new and existing clients to build a book of business and grow relationships
4. Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
5. Position products, services, and strategies to help clients gain financial clarity
6. Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
7. Participate in events to attract new clients and provide financial education to the local community
8. Research and respond to client inquiries
9. Collaborate with Lead Advisor on complex scenarios
10. Schedule, prep, and document all your client meetings

Characteristics:

Our culture and people are special. We’re looking for people who are – or want to become – part of the communities where our clients live, work and worship. Whether you’re just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:

1. Self-motivated, independent, and driven to succeed
2. Motivated by helping others
3. A natural coach or guide with strong interpersonal skills
4. Passionate about living a life of generosity by serving others, not just selling products

Compensation and Benefits:

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

• Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
• 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 as you build your business.
• 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.

Position Requirements:

1. Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) before contracting
2. Life, Health and Annuities registration required

As part of Freedom Financial Planning Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 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 $194 billion in assets under management/advisement (as of 12/31/24). 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.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance