AssociateEnjoy the rewards of working as part of a team helping clients make financial choices guided by values. 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 a stable income and the ability to focus on learning and development and the opportunity to serve clients with mentorship. This is a hybrid role with the expectation of coming into the office periodically. While most of the work can be done remotely, occasional in-person collaboration is encouraged based on team needs and business priorities.
Licensing and TrainingOver your first 2 to 3 months, you will study for and obtain necessary licenses, including:
- State Life, Health and Annuity
- Securities Industry Essentials (SIE)
- Series 6 and 63 or 7 and 66.
After completing licensing, you may enroll in a comprehensive training program lasting up to eight weeks.
What you can expectAfter licensing and training, you'll start building your book of business with the ultimate goal of joining the Harbor Financial Group 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.
- Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
- 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 CharacteristicsOur 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.
Compensation and BenefitsYou will receive stable income that includes individual and team sales commissions, and incentive pay structures. You will also be eligible for Thrivent's industry-leading benefits:
- The role offers a competitive compensation range of $75,000- $90,000 annual salary plus performance-based incentives
- Medical, dental and vision insurance.
- Disability, accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- 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 and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.
