Team-Based Financial Advisor — Path to Partnership

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

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.