Team-Based Financial Advisor

The Team-Based Financial Advisor role at Thrivent in Bellevue, WA (onsite) focuses on licensing, mentorship, joint field work, and building a client book with partner-track potential.

Responsibilities

• Meet with potential clients to establish genuine, long-term relationships based on shared values and goals.
• Educate clients to make informed financial decisions about investments, insurance, retirement, and generosity.
• Build a strong personal network through local nonprofits, churches, and businesses to support future growth.
• Develop skills and apply best practices to become a successful financial 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, if applicable.

Technologies

• Microsoft Word
• Excel
• PowerPoint
• Salesforce

Compensation

• Salary: USD 75,000 - 90,000 per year.

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 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 impact.
• Membership programs that help you engage with clients to make a real impact in your community.

Licensing and Training

• Resident state Life, Health and Annuity
• Securities Industry Essentials (SIE)
• Series 6 and 63, 7 and 66, or 7, 63 and 65