Team Based Financial Advisor - Naperville Financial Consultants

Thrivent; Dixon (IL); On-site; USD 65,000 - 85,000; Full time

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

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.

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

About Us

Naperville Financial Consultants (NFC) is an independent financial services practice of Thrivent in Dixon, Naperville, Yorkville and Downers Grove. We are growing and adding a Team-Based Financial Advisor to our team, which serves existing clients in the greater Dixon area, with a focus on providing advice and comprehensive financial strategies. The advisor would work within our team structure, utilizing team members and processes that we have built to help serve, maintain and grown existing and new relationships. This is a full-time role that for the first few years requires in office presence at least 5 days a week, morphing into a more personalized schedule after a few years.

Licensing and Training

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

What you can expect

After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:

• Learn and understand the entire operation of practice
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Research and respond to client inquiries
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
• Other responsibilities as assigned by the Lead Advisor

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

• 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 $65,000.00 - $85,000.00 [combination base revenue package plus upside potential through commission]. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

You’ll also be eligible for Thrivent’s industry-leading 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 to help you manager your physical, emotional and financial health.
• Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
• Membership programs that help you engage with clients to make a real impact in your community.

About Thrivent

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an 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, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.