What If Tax Finance Jobs

1 job found

1mo ago

Team-Based Financial Advisor

Thrivent Spokane, WA

Spokane, WA

1mo ago Closed

$60k - $80k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 23, 2026).

Job Description

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.

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