Team-Based Financial Advisor — Mentorship & Growth

Thrivent; Eugene (OR); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Pension opportunities

Well-being programs

Gift-matching

Job summary

Thrivent is seeking a Team-Based Financial Advisor in Eugene, OR, offering a mentorship-driven path with licensing support and the potential to join the sponsor team as a traditional financial advisor.

The role emphasizes building client relationships, education on investments and retirement, and developing a personal network within the community, while enjoying an income-stable foundation and joint field work guidance.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
• Licensing process and training will be provided during onboarding.
• Willingness to learn and contribute in a team-based advisory role.

Responsibilities

• Meet with potential clients to build genuine, long-term relationships.
• Educate and empower clients to make knowledgeable financial decisions about investments, insurance, and retirement.
• Build a strong personal network through local nonprofits and businesses for growth.
• Develop skills and best practices to become a successful financial advisor.

Skills

Tech aptitude

MS Word

MS Excel

PowerPoint

Salesforce

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Thrivent is seeking a Team-Based Financial Advisor in Eugene, OR, offering a mentorship-driven path with licensing support and the potential to join the sponsor team as a traditional financial advisor.

The role emphasizes building client relationships, education on investments and retirement, and developing a personal network within the community, while enjoying an income-stable foundation and joint field work guidance.