Financial Advisor II

🔥 5 minutes ago

🐻 Alaska, Arizona, +8 more states – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Logo of Thrivent

Thrivent

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Build a financial practice guiding Christians toward financial clarity and lives of service and faith • Provide personal, actionable, and achievable financial advice • Connect clients to Thrivent products and programs • Develop and maintain genuine, long-term relationships across generations • Serve clients in a chosen community • Make client appointments through personal networks and Thrivent’s reputation • Deliver financial workshops • Market the financial advisory practice • Control and manage work schedule • Collaborate with colleagues and organizational specialists • Build and grow the advisory business with support from business development, marketing, technology, engagement, and experienced advisors

🎯 Requirements

• Bachelor’s degree or equivalent experience • Attainment of FINRA SIE before contracting • Life and health licenses before contracting for the licensed role • Satisfactory background check • Fingerprinting • Securities registration and/or insurance licensing verification, if applicable • Self-disciplined, independent, and driven to succeed • Motivated by helping others and seeing them achieve their goals • Strong interpersonal skills and ability to coach or guide • Passion for serving others and generosity • Ability to build and maintain long-term client relationships • Military veterans are encouraged to apply

🏖️ Benefits

• Up to 14 weeks of paid training and coaching • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures • Recurring revenue streams • Dedicated planning fees for those who qualify • Medical, dental, vision, disability, and accidental death and dismemberment insurance • Pension • 401(k) • Retiree medical plans • Ongoing support, training, and professional growth opportunities • Well-being programs supporting physical, emotional, and financial health • Gift matching program for eligible nonprofit contributions • Volunteer programs • Membership programs supporting client and community engagement • Flexible schedule and work-life balance

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