Junior Financial Advisor: Mentored Growth Path & Licensing

Thrivent; Missouri; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

AD&D insurance

401(k)

Pension opportunities

Well-being programs

Gift-matching program

Community engagement programs

Job summary

Thrivent in Missouri is seeking a Team-Based Financial Advisor to join our in-office team five days a week. You’ll start with licensing and training, then build a client book under mentorship from Lead Advisors, with compensation including base and incentives.

You will gain exposure to retirement-focused planning, use tools like Salesforce and Money Guide Pro, and have opportunities for professional growth and a clear path to the traditional advisory role.

Qualifications

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Responsibilities

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

Skills

Tech aptitude

Multi-tasking

Integrity

Microsoft Word

Excel

PowerPoint

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Money Guide Pro

What-If Tax

Microsoft Word

Excel

PowerPoint

Job description

Thrivent in Missouri is seeking a Team-Based Financial Advisor to join our in-office team five days a week. You’ll start with licensing and training, then build a client book under mentorship from Lead Advisors, with compensation including base and incentives.

You will gain exposure to retirement-focused planning, use tools like Salesforce and Money Guide Pro, and have opportunities for professional growth and a clear path to the traditional advisory role.