Financial Advisor II

Posted 1 day ago

This is a fully remote position, open to applicants in Alaska, +9 more states.

📋 Description

• Establish a financial practice that guides Christians towards financial understanding and lives of service and faith.

• Offer personal, actionable, and attainable financial guidance.

• Connect clients to Thrivent's products and services.

• Cultivate and sustain authentic, long-term relationships across generations.

• Serve clients within a designated community.

• Schedule client appointments through personal networks and Thrivent’s established reputation.

• Conduct financial workshops.

• Promote the financial advisory practice.

• Manage and oversee your work schedule effectively.

• Collaborate with colleagues and organizational specialists.

• Develop and expand the advisory business with assistance from business development, marketing, technology, engagement, and experienced advisors.


⛳️ Requirements

• Bachelor’s degree or equivalent experience is required.

• Completion of the FINRA SIE prior to contracting.

• Obtaining life and health licenses before assuming the licensed role.

• Successful completion of a background check.

• Fingerprinting is necessary.

• Verification of securities registration and/or insurance licensing, if applicable.

• Must be self-disciplined, independent, and driven to achieve success.

• Passionate about helping others and supporting them in reaching their goals.

• Strong interpersonal skills with the ability to coach or guide effectively.

• A genuine passion for serving others and promoting generosity.

• Capability to build and sustain long-term relationships with clients.

• Military veterans are encouraged to submit their applications.


🏝️ Benefits

• Up to 14 weeks of paid training and coaching.

• Unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures.

• Recurring revenue streams.

• Dedicated planning fees for qualifying individuals.

• Medical, dental, vision, disability, and accidental death and dismemberment insurance.

• Pension plan.

• 401(k) retirement plan.

• Retiree medical plans.

• Continuous support, training, and opportunities for professional growth.

• Well-being programs that support physical, emotional, and financial health.

• Gift matching program for eligible nonprofit contributions.

• Volunteer programs available.

• Membership programs that enhance client and community engagement.

• Flexible scheduling to promote work-life balance.

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