Team-Based Financial Advisor

Compensation: USD 24,000 per year

Responsibilities

• Gain a comprehensive understanding of the practice's operations and workflows
• Engage in Joint Fieldwork to develop expertise and adopt industry best practices
• Consult with new and existing clients to grow the client base and deepen relationships
• Present suitable products, assist with applications, prepare recommendations, and service current client contracts
• Position solutions and strategies to help clients achieve financial clarity
• Develop proficiency in common advisory tools and platforms such as Salesforce, MoneyGuide Pro, What-If Tax, and related systems
• Participate in events to attract new clients and provide financial education to the local community
• Research client inquiries and deliver timely responses
• Collaborate with the Lead Advisor on complex scenarios
• Schedule, prepare for, and document every client meeting
• Perform other duties as assigned by the Lead Advisor

Requirements

• Bachelor’s degree or equivalent experience; military veterans are encouraged to apply
• Satisfactory background check, fingerprinting, and verification of securities registration and/or insurance licensing, as applicable

Technologies

• Salesforce
• Money Guide Pro
• What-If Tax

Benefits

• Medical, dental and vision insurance
• Disability, accidental death and dismemberment insurance
• 401(k) and pension opportunities
• Ongoing support, training and opportunities for professional growth
• Well-being programs to help manage physical, emotional and financial health
• Gift-matching program to support eligible nonprofits and volunteer activities
• Membership programs that help you engage with clients to make a meaningful community impact

Licensing and Training

• During the first 8 to 13 weeks, you will study for and obtain required licenses (varies by individual), which may include:
  • Resident state Life, Health and Annuity
  • Securities Industry Essentials (SIE)
  • Series 6 and 63, 7 and 66, or 7, 63 and 65
• After licensing, you may enroll in a comprehensive 6-week training program

About Apex Financial Group

Apex Financial Group operates as Thrivent's independent financial services practice in Manitowoc, WI. The firm serves more than 13,000 clients with a focus on comprehensive financial planning and prioritizes the quality of relationships over quantity. With seven offices across Wisconsin and a team of more than 60 people, including an operations staff, the practice centers its work on wealth management, risk management, tax management and debt management. This is a full-time, on-site role.

About Thrivent

Thrivent is a not-for-profit, member-owned Fortune 500 company with $193 billion in assets under management/advisement as of December 31, 2024. It offers advice, insurance, investments, banking and generosity products and programs to more than 2.4 million clients. Thrivent holds ratings of A++ (A.M. Best), Aa2 (Moody’s) and AA+ (S&P Global). The company emphasizes diversity and inclusion and maintains Equal Employment Opportunity. Reasonable accommodations are available. Privacy and legal notices: thrivent.com/privacy; FINRA Broker Check.