Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Thrivent is a diversified financial services organization that serves over 2.3 million clients. The Team-Based Financial Advisor role involves providing expert financial advice, building long-term client relationships, and developing financial plans that align with clients' values and goals.
Responsibilities
- Meeting with potential clients to build genuine, long-term relationships based on shared values and goals
- Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity
- Building a strong personal network through local nonprofits, churches and businesses for future growth
- Developing skills and best practices to be a successful financial advisor
Skills
- Obtain state insurance licenses (life, health & variable contracts)
- Obtain Series 7 and 66 registrations
- Complete Thrivent's comprehensive advisor onboarding program
- Self-disciplined, independent and driven to succeed
- Motivated by helping others and seeing them achieve their goals
- Strong interpersonal skills
- Passionate about living a life of generosity by serving others
- Experience in outside sales, business management, education, ministry, hospitality, military or similar fields
Benefits
- Medical, dental and vision insurance.
- Disability, accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- Well-being programs to help you manage your physical, emotional and financial health.
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
- Membership programs and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.
Company Overview
Company H1B Sponsorship