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.
Licensing and TrainingOver 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:
- 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.
Location Eugene, OR | Hybrid (3-5 days in the office)
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 Total Compensation is $70,000-$100,000 which includes a combination of 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.
