Team-Based Financial Advisor: Learn, Grow, Mentor

Thrivent

Dixon (IL)

On-site

USD 65,000 - 85,000

Full time

12 hours ago
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Benefits offered by this job

Medical/dental/vision insurance
401(k) and pension opportunities
Well-being programs
Gift-matching program
Community engagement programs

Job summary

Thrivent is seeking a Team-Based Financial Advisor in the Dixon area to learn from Lead Advisors, receive mentorship, training, and support while building a client book and advancing toward a partner role.

Initial in-office presence is expected, with licensing over 8–13 weeks and a comprehensive training program after licensing. The role focuses on development and serving clients with mentorship.

Qualifications

  • Bachelor’s degree or equivalent experience is required.
  • Satisfactory background check, fingerprinting and securities/insurance licensing verification, if applicable.
  • Strong communication and integrity with confidential information are essential.

Responsibilities

  • Learn and understand the entire operation of the practice.
  • Participate in joint fieldwork to build expertise and learn best practices.
  • Meet with clients to build a book of business and grow relationships.

Skills

Strong communication
Multitasking
Integrity in confidentiality

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word
Excel
PowerPoint
Salesforce

Job description

Thrivent is seeking a Team-Based Financial Advisor in the Dixon area to learn from Lead Advisors, receive mentorship, training, and support while building a client book and advancing toward a partner role.

Initial in-office presence is expected, with licensing over 8–13 weeks and a comprehensive training program after licensing. The role focuses on development and serving clients with mentorship.

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