Team Sponsored Launch - North Point Financial Advisors

Thrivent; Johns Creek (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Disability insurance

401(k) and pension opportunities

Well-being programs

Gift-matching program

Job summary

Thrivent is seeking a Team-Based Financial Advisor in Johns Creek, GA, to provide financial advice with heart. You will learn the business alongside experienced advisors and build your career within a supportive team environment.

This role involves obtaining necessary licenses and participating in training to prepare for client engagement and business development. Compensation ranges from $40,000 to $60,000 with additional commission opportunities, along with industry-leading benefits.

Qualifications

• Satisfactory background check and licensing verification if applicable.
• Military veterans are encouraged to apply.

Responsibilities

• Build a book of business and grow relationships with clients.
• Participate in Joint Fieldwork to learn best practices.
• Solicit and sell appropriate financial products and services.

Skills

Technical computer aptitude

Ability to handle multiple tasks

Integrity of sensitive information

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

About the Role

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.

Licensing & 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 & Qualifications

• 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 & Benefits

Compensation is $40‑$60,000 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 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 manage 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 Our Firm

North Point Financial Advisors is an independent financial services practice of Thrivent in Johns Creek, GA. We are growing and adding a Team-Based Financial Advisor to our team.

Equal Employment Opportunity

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.