Team-Based Financial Advisor

Thrivent invites applications for a Team-Based Financial Advisor position in Spokane, Washington. The role emphasizes learning and development through mentorship and licensing support, with a focus on building a client book of business by delivering informed financial guidance and product recommendations. This onsite opportunity blends hands-on client engagement with collaboration across the practice to grow expertise and serve the local community.

Compensation

Total compensation ranges from $60,000 to $80,000 annually.

Location

Spokane, Washington. Onsite / in person.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Technologies

• Salesforce
• Money Guide Pro
• What-If Tax

Responsibilities

• Learn and understand the entire operation of practice
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Research and respond to client inquiries
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
• Other responsibilities as assigned by the Lead Advisor

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