Mentored Team-Based Financial Advisor

Thrivent Financial; Missouri; Presencial; USD 50.000 - 70.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, dental and vision insurance

Disability insurance

401(k) and pension opportunities

Well-being programs

Gift-matching program

Resumo da vaga

Thrivent Financial seeks a Team-Based Financial Advisor to support clients with mentorship and joint field work. You’ll learn within a platform that emphasizes development while receiving coaching from Lead Advisors and training to advance toward partnership.

You will build a client book through meetings, educational events, and product recommendations, with a licensing path over the first weeks to months.

Qualificações

• Bachelor’s degree or equivalent experience required.
• Satisfactory background check and any required registrations/licensing.
• Strong communication and analytical skills preferred.

Responsabilidades

• Learn and understand the operation of the practice.
• Participate in Joint Fieldwork to build expertise and best practices.
• Meet with clients to build a book of business and relationships.
• Solicit and sell appropriate products and complete applications.
• Position products and services to help clients gain financial clarity.
• Develop proficiency with advisory tools and platforms.
• Participate in events to educate the community and attract clients.
• Collaborate with Lead Advisor on complex scenarios and schedule meetings.

Conhecimentos

Strong technical computer aptitude

Salesforce proficiency

Multitasking under interruptions

Discretion with confidential info

Formação

Bachelor’s degree or equivalent experience

Ferramentas

Salesforce

Descrição da vaga

Thrivent Financial seeks a Team-Based Financial Advisor to support clients with mentorship and joint field work. You’ll learn within a platform that emphasizes development while receiving coaching from Lead Advisors and training to advance toward partnership.

You will build a client book through meetings, educational events, and product recommendations, with a licensing path over the first weeks to months.