Team Based Financial Advisor-Legacy West Financial Consultants

Thrivent; Bellevue (WA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) and pension opportunities

Ongoing support and training

Well-being programs

Job summary

A leading financial services firm in Bellevue, WA is seeking a Team-Based Financial Advisor. This full-time position involves meeting with clients, building relationships, and providing financial advice. Candidates with a Bachelor's degree or equivalent experience are encouraged to apply. The role offers competitive compensation ranging from $75,000 to $90,000 along with comprehensive benefits and training opportunities.

Qualifications

• Must pass satisfaction background check and licensing verification.
• Military veterans are encouraged to apply.

Responsibilities

• Meet with potential clients to build long-term relationships.
• Educate clients on financial decisions regarding investments and insurance.
• Develop skills to be a successful financial advisor.

Skills

Self-motivated

Proactive problem-solver

Strong self-starter

Relationship-building

Technical computer skills

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Overview

Team-Based Financial Advisor - Legacy West Financial Consultants

Meaningful work. Rewarding career. Make an impact providing financial advice with heart, learning from experienced advisors and mentors while developing your career with potential to become a partner in the practice.

Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA. We provide personalized financial guidance to people at all stages of life, viewing money as a tool to help clients live meaningful lives.

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

Responsibilities

• Meet with potential clients to build genuine, long-term relationships based on shared values and goals.
• Educate and empower clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
• Build a strong personal network through local nonprofits, churches and businesses for future growth.
• Develop skills and best practices to be a successful financial advisor.
• Start building your book of business after licensing and training, with the goal of joining the sponsoring team in the traditional financial advisor role.

Licensing and Training

Over the first 8 to 13 weeks, 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 licensing, you may enroll in a comprehensive 6-week training program.

What you can expect

• License and training completed, start building your book of business.
• Join the sponsoring team in the traditional financial advisor role.

Desired Characteristics

• Self-motivated with a strong sense of ownership and accountability for delivering results
• Proactive problem-solver who thrives with minimal supervision
• Strong self-starter mindset with the ability to prioritize and manage multiple tasks
• Ability to foster relationships with existing and new clients/members
• 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

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 $75,000-$90,000 (base revenue package with upside potential through commission). Note that total compensation varies based on the practice’s strategy, qualifications, and location.

You’ll also be eligible for Thrivent’s 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
• Gift-matching program for eligible nonprofits
• Community engagement opportunities with clients

About Thrivent

Thrivent is a diversified financial services firm that serves more than 2.4 million clients and offers advice, insurance, investments, banking and generosity programs. Thrivent is a not-for-profit, membership-owned company with strong financial ratings. This description reflects current information and policy disclosures.

Thrivent values diversity and inclusion and provides Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, or any other status protected by law. Reasonable accommodation requests can be made by contacting Human Resources.

Additional notes

Seniority level: Associate

Employment type: Full-time

Job function: Sales and Finance; Industries: Investment Advice, Insurance, and Financial Services