Team-Based Financial Advisor: Mentorship & Growth

Thrivent Financial; Dixon, Northern (IL, KY); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Disability insurance

401(k) and pension opportunities

Ongoing training and growth

Well-being programs

Job summary

Thrivent Financial's Naperville Financial Consultants in Dixon, IL seeks a Team-Based Financial Advisor. This full-time role focuses on learning, mentorship, and developing a client-focused practice under experienced Lead Advisors.

You’ll study for licenses, build a book of business, and participate in joint fieldwork, client meetings, and education events to grow relationships in the local market.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Background checks and licensing verification may be required.
• Commitment to learning and professional development within a team.

Responsibilities

• Meet with clients to build a book of business and grow relationships.
• Solicit and sell appropriate products and complete applications.
• Collaborate with Lead Advisor on complex scenarios and client needs.
• Schedule, prep, and document all client meetings.

Skills

Strong technical aptitude

Multitasking

Integrity of confidential information

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Thrivent Financial's Naperville Financial Consultants in Dixon, IL seeks a Team-Based Financial Advisor. This full-time role focuses on learning, mentorship, and developing a client-focused practice under experienced Lead Advisors.

You’ll study for licenses, build a book of business, and participate in joint fieldwork, client meetings, and education events to grow relationships in the local market.