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Team-Based Financial Advisor at Thrivent - ApplyBlast

Team-Based Financial Advisor

Thrivent

2 months ago

3.7 on Glassdoor

Gainesville, Florida, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Team-Based Financial Advisor role provides financial advice with mentorship and training, focusing on learning and development while serving clients. The position includes obtaining necessary licenses, completing a training program, and building a book of business under the guidance of lead advisors.

Responsibilities

Build book of business through client acquisition
Participate in joint fieldwork and client meetings
Sell and service financial products and recommendations

Skills

Qualifications

Bachelor's degreeResident State Life, Health and Annuity LicenseSecurities Industry Essentials (SIE)Series 6Series 63

About Thrivent

thrivent.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

5001-10000 employees

Founded

1902

View Profile

Thrivent is a purpose-driven financial services company offering a broad range of products and services including financial planning, banking, investments, annuities, mutual funds, ETFs, and insurance. Their financial advisors help clients build personalized financial plans aligned with their values, goals, and communities. Thrivent also runs generosity programs that empower clients to give back and make a difference with their money.