Team Based Financial Advisor - Northbound Group
Thrivent(2 months ago)
About this role
The Team-Based Financial Advisor is an entry-level advisor position focused on learning and professional development within an established financial practice. You will work alongside Lead Advisors to obtain required licenses, receive mentorship, and gradually build a book of business with the potential to become a partner in the practice. This is a full-time, client-facing role based in Escanaba, MI.
Required Skills
- Financial Advice
- Client Meetings
- Relationship Building
- Sales
- Licensing
- Joint Fieldwork
- Financial Planning
- Salesforce
- MoneyGuidePro
- Communication
Qualifications
- Bachelor's Degree or Equivalent
- Resident State Life Health Annuity License
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
- Series 65
- Series 66
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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