The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Prepare financial plans and check their accuracy
Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits
Build genuine, long-term relationships based on shared values and goals
Identify and solicit prospective clients
Complete a comprehensive training program with up to 17 weeks of paid training and have ongoing support and career development resources
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66 (or 63 + 65)
Qualifications
Bachelor's degree in Finance or related field
Excellent interpersonal skills
Willingness to obtain FINRA Series 7 and Series 66 licenses within 90 days of hire
Strong desire to make a positive impact in the lives of others
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable
Benefits
You'll get all the benefits of a Fortune 500 organization and more
Unlimited earning potential through commission and incentive pay structures
Medical, dental, vision, disability and accidental death and dismemberment insurance
Unique perks like 401(k), Capital Accumulation Plan, and retiree medical plans
Ongoing access to training and opportunity for professional growth
Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community
Have the flexibility to control your schedule, allowing for work-life balance