Team Based Financial Advisor – Legacy West Financial Consultants - Bellevue, WA
Thrivent(5 months ago)
About this role
Team-Based Financial Advisor at Legacy Wealth Financial Consultants (Thrivent) provides personalized financial guidance while learning the business alongside experienced advisors and experts. The role includes supported licensing and training with a clear pathway to build a book of business and potentially become a partner in the practice. It is suitable for first-time candidates, career changers, and current financial professionals seeking development.
Required Skills
- Client Meetings
- Financial Advice
- Investment Advice
- Insurance
- Retirement Planning
- Networking
- Salesforce
- Microsoft Excel
- Communication
- Licensing
Qualifications
- Bachelor’s Degree or Equivalent Experience
- Resident State Life Health And Annuity License
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
- Series 65
- Series 66
- Satisfactory Background Check
- Fingerprinting
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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