Southeast Advisor

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🐊 Florida, North Carolina, +2 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Thrivent

WebsiteLinkedInAll Job Openings

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

• Join an existing financial advisor team to serve clients in new markets and accelerate business growth • Receive support and joint fieldwork opportunities from experienced financial advisors • Obtain necessary licenses over eight to 13 weeks • Participate in a comprehensive training program lasting up to eight weeks after licensing • Build a book of business with the goal of joining the sponsoring team as a traditional financial advisor within three months to three years • Meet potential clients and build genuine, long-term relationships based on shared values and goals • Empower clients to make informed financial decisions about education, investments, insurance, and retirement • Build a personal network through local nonprofits, churches, and businesses • Develop skills and best practices for success as a financial advisor

🎯 Requirements

• Obtain necessary licenses over eight to 13 weeks, including resident state Life, Health and Annuity licenses • Obtain Securities Industry Essentials and Series 6/63 or 7/66 licenses (7/63 and 65) • Self-disciplined, independent, and driven to succeed • Motivated by helping others achieve their goals • Strong interpersonal skills and ability to coach or guide clients • Interest in serving communities where clients live, work, and worship • Candidates may be first-time entrants, career changers, or current financial-industry professionals • Ability or desire to build a career as a financial advisor within three months to three years

🏖️ Benefits

• Stable income through individual and team sales commissions, and incentive pay structures • Medical, dental and vision insurance • Disability insurance • Accidental death and dismemberment insurance • 401(k) opportunities • Pension opportunities • Access to unique tools to engage clients in their community to make a real impact • Licensing and training, including a comprehensive training program lasting up to eight weeks