Mentored Team-Based Financial Advisor: Path to Partnership

Thrivent; Rapid City (SD); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision insurance

Disability insurance

401(k) and pension opportunities

Well-being programs

Résumé du poste

Thrivent in Rapid City, SD is seeking a Team-Based Financial Advisor to learn the business with mentorship, coaching, training, and joint field work while serving clients with heart.

You'll build a book of business, meet with clients, and advance toward joining the sponsoring team as a traditional financial advisor. Licensing, training, and ongoing growth opportunities are provided, with a salary package plus upside through commissions.

Qualifications

• Bachelor’s degree or equivalent experience; military veterans encouraged to apply.
• Strong computer skills and familiarity with common business tools.
• Ability to manage multiple tasks with high accuracy under interruptions.

Responsabilités

• Learn and understand the operation of the practice and offerings.
• Meet with clients to build a book of business and grow relationships.
• Solicit and sell appropriate financial products and services.
• Collaborate with Lead Advisor on complex scenarios and training.
• Schedule, prepare, and document client meetings.

Connaissances

Strong technical computer aptitude

Ability to handle multiple tasks

Integrity of confidential information

Formation

Bachelor’s degree or equivalent experience

Outils

Salesforce

Description du poste

Thrivent in Rapid City, SD is seeking a Team-Based Financial Advisor to learn the business with mentorship, coaching, training, and joint field work while serving clients with heart.

You'll build a book of business, meet with clients, and advance toward joining the sponsoring team as a traditional financial advisor. Licensing, training, and ongoing growth opportunities are provided, with a salary package plus upside through commissions.