Team Based Financial Advisor - Todd Financial

Thrivent; Allison Park (PA); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services organization seeks Team-Based Financial Advisors who will support clients and develop their financial careers. This entry-level role focuses on mutual growth through a collaborative environment, where advisors leverage experienced teams to enhance their service capabilities and achieve client goals. Ideal candidates exhibit discipline, a desire to help others, and the capacity to foster long-term relationships within community networks.

Benefits

Medical, dental and vision insurance

401(k) and pension opportunities

Access to unique engagement tools for clients

Qualifications

• Candidates must complete necessary licensing over 8 to 13 weeks.
• Backgrounds in sales, business management, education, and ministry are welcome.

Responsibilities

• Develop relationships with clients based on shared values.
• Empower clients for informed financial decisions.
• Build a personal network for business growth.

Skills

Self-discipline

Interpersonal skills

Motivation to help others

Education

Licenses: Life, Health and Annuity, Securities Industry Essentials, Series 6/63 or 7/66

Job description

In office 5 days a week- flexible between the two offices:
o 1736 Ferguson Rd, Allison Park, PA 15101-3202
o 2790 Mosside Blvd. Suite 415, Monroeville, PA 15146

Team-Based Financial Advisor

Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of

experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors.

The Team-Based Financial Advisor position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.

Licensing and Training

Candidates in the Team-Based Financial Advisor model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations).

These licenses include:

• Resident state Life, Health and Annuity
• Securities Industry Essentials
• Series 6/63 or 7/66 (7/63 and 65).

After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks.

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 within three months to three years. During this period, typical activities include:

Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.

Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.

Building a strong personal network through local nonprofits, churches, and businesses for future growth.

Developing skills and best practices to be a successful financial 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:

• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others and seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Though we are open to college applicants and those with no or little exposure to the industry.

Compensation and Benefits

Team-Based Financial Advisor candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent’s industry-leading benefits:

• Salary TBD plus commission
• Medical, dental and vision insurance.
• Disability, accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Access to unique tools to engage clients in their community to make a real impact.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering 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 $179 billion in assets under management/advisement (as of 12/31/23). 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, citizenship 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.

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

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.