Financial Advisor - Southeastern PA

Thrivent; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) and pension plans

Gift matching program

Ongoing support and training

Gift matching

Well-being programs

Job summary

A leading financial services firm in Philadelphia seeks a Financial Advisor to provide expert advice and support to clients. You will guide clients towards financial clarity while developing long-lasting relationships within your community. This role offers unlimited earning potential and comprehensive training, alongside flexible scheduling accommodations.

Qualifications

• Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification.
• Background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Responsibilities

• Build a financial practice guiding clients to financial clarity.
• Provide personal, actionable, and achievable advice.
• Develop and maintain genuine long-term client relationships.
• Make appointments and deliver financial workshops.
• Control your own schedule for work-life balance.
• Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Skills

Interpersonal skills

Self-discipline

Motivation to help others

Help others

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Job description

Overview

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

As a Thrivent Financial Advisor, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

Responsibilities

• Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
• Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
• Have the flexibility to control your schedule, allowing for work-life balance.
• Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

• 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.

Qualifications

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation And Benefits

• 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.

About Thrivent

Thrivent is a diversified financial services organization that 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. 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 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. For more information about privacy, visit 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 contact Human Resources.