Team-Based Financial Advisor - Kelly Banner Team

Thrivent Financial for Lutherans; Kenosha (WI); Vor Ort; USD 22.000 - 26.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental and vision insurance

401(k) and pension opportunities

Well-being programs

Gift-matching program

Zusammenfassung

Thrivent Kenosha seeks a Team-Based Financial Advisor to learn and develop alongside Lead Advisors, focusing on mentorship, licensing, and field training.

During the first 8–13 weeks, you study for and obtain licenses (Life, Health, Annuity, SIE, Series 6/63/7/66 or 7/63/65). After licensing, you may enroll in a 6-week training program and start building your book of business with guidance from the team.

Qualifikationen

• Bachelor's degree or equivalent experience.
• Strong technical computer aptitude and knowledge of business tools (MS Word, Excel, PowerPoint, Salesforce).
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Aufgaben

• Learn and understand the operation of the practice and build a client book.
• Participate in Joint Fieldwork to gain experience and learn best-practices.
• Meet with new and existing clients to build relationships and grow business.
• Solicit and sell appropriate products, complete applications, and service existing clients.
• Position products and strategies to help clients gain financial clarity.
• Build proficiency with tools and platforms like Salesforce.
• Attend events to attract new clients and provide financial education to the local community.
• Collaborate with Lead Advisor on complex scenarios.

Kenntnisse

Technical aptitude

MS Office

Salesforce

Ausbildung

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

Meaningful work. Rewarding career.

Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.

This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

About Us

This practice is an independent financial services practice of Thrivent in Kenosha, WI. We are growing and adding an Team-Based Financial Advisor to our team.

Licensing and Training

Over your first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), which may include:

• Resident state Life, Health and Annuity
• Securities Industry Essentials (SIE)
• Series 6 and 63, 7 and 66, or 7, 63 and 65.

After completing licensing, you may enroll in a comprehensive 6-week training program.

What you can expect

After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:

• 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

undefined

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information

undefined

Requirements

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.

Compensation and Benefits

Compensation is $24,000 plus commission. In addition to base pay, there is a strong incentive structure tied to performance-you'll earn additional compensation for bringing in new business, creating significant earning potential. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

You'll also be eligible for Thrivent's industry-leading benefits:

• Medical, dental and vision insurance.
• Disability, accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing support, training and opportunities for professional growth.
• Well-being programs to help you manager 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 engage with clients to make a real impact in your community.

About Thrivent

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers 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 com