Team-Based Financial Advisor: Learn, Grow & Lead

Thrivent Financial; Manitowoc (WI); On-site; USD 22,000 - 26,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Disability insurance

401(k) and pension opportunities

Well-being programs

Gift-matching program

Community involvement opportunities

Job summary

Apex Financial Group, an independent Thrivent Financial practice in Manitowoc, WI, seeks a Team-Based Financial Advisor to learn and develop under Lead Advisors with mentorship, coaching, and joint fieldwork. You’ll start with licensing pathways and training, then build your own book of business while serving clients with guidance.

Responsibilities include meeting clients, offering suitable products, and collaborating with the sponsor team to grow financial clarity.

Qualifications

• Bachelor's degree or equivalent experience.
• Military veterans are encouraged to apply.
• Satisfactory background check and licensing verification may be required.

Responsibilities

• Learn the operation of the practice and assist with joint fieldwork.
• Meet with clients to build a book of business and relationships.
• Solicit and sell appropriate products; complete applications and service clients.

Skills

Tech aptitude

MS Office proficiency

Salesforce experience

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Apex Financial Group, an independent Thrivent Financial practice in Manitowoc, WI, seeks a Team-Based Financial Advisor to learn and develop under Lead Advisors with mentorship, coaching, and joint fieldwork. You’ll start with licensing pathways and training, then build your own book of business while serving clients with guidance.

Responsibilities include meeting clients, offering suitable products, and collaborating with the sponsor team to grow financial clarity.