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.
Compensation and Benefits
You'll also be eligible for Thrivent's industry-leading 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 manager 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.
About Thrivent
Benefits
Health insuranceDental insuranceVision insurance401(k)
Additional Information
Team-Based Financial Advisor
Meaningful work. Rewarding career.
Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.
Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA. We are growing and adding a team-based financial advisor to our team. At Legacy Wealth Consultants, we provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool - one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that.
This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.
Licensing and Training
Over your first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), 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 completing licensing, you may enroll in a comprehensive 6-week training program.
What you can expect
After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
Building a strong personal network through local nonprofits, churches and businesses for future growth.
Developing skills and best practices to be a successful financial advisor.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-motivated with a strong sense of ownership and accountability for delivering results
Proactive problem-solver who thrives with minimal supervision
Strong self-starter mindset with the ability to prioritize and manage multiple tasks
Ability to foster relationships with existing and new clients/members
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Thrivent · Bellevue, WA