Financial Advisor - Team Sponsored Launch - Shoreline Group - Fort Atkinson, WI
Financial Advisor - Team Sponsored Launch - Shoreline Group - Fort Atkinson, WI
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Salary Not Disclosed
1 Vacancy
Job Description
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm one that puts generosity at the center of saving and investing. Here youll make an impact in the lives of the people you serve helping them build grow and protect financial wellbeing through purposebased advice investments insurance banking and generosity.
At Thrivent youll receive the support stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life health & variable contracts) Series 7 and 66 registrations and complete Thrivents comprehensive advisor onboarding program. After onboarding youll have control over the income you earn as youll be paid through commissions and incentives based on your success.
TeamSponsored Launch
Our financial advisors serve clients in new markets creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team you can leverage the diverse skill sets of
experienced financial advisors to serve more clients and accelerate the growth of your business. In this role support and joint fieldwork opportunities will come directly from experienced financial advisors.
The TeamSponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity career changers and professionals currently working in the financial industry with the goal of joining the team as a financial advisor within three months to three years.
Licensing and Training
Candidates in the Team Sponsored Launch model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations).
These licenses include:
- Resident state Life Health and Annuity
- Securities Industry Essentials
- Series 6/63 or 7/66 (7/63 and 65).
After completing licensing participants may enroll in a comprehensive training program lasting up to eight weeks.
What you can expect
After licensing and training youll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period typical activities include:
Meeting with potential clients to build genuine longterm relationships based on shared values and goals.
Empowering clients to make knowledgeable financial decisions about education investments insurance and retirement.
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. Were looking for people who are or want to become part of the communities where clients live work and worship. Whether youre a seasoned financial professional or looking for a career change you could be a successful Thrivent Financial advisor if youre:
- Selfdisciplined independent and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others not just selling products.
Successful Thrivent Financial advisors have come from a variety of career backgrounds including outside sales business management education ministry hospitality military and more. Skills acquired in these fields transition well into the financial advisor role.
Compensation and Benefits
TeamSponsored Launch candidates receive stable income through individual and team sales commissions and incentive pay structures. Candidates will also be eligible for Thrivents industryleading benefits:
- Medical dental and vision insurance.
- Disability accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- Access to unique tools to engage clients in their community to make a real impact.
About Thrivent
Thrivent is a diversified financial services organization that with its subsidiary and affiliate companies serves more than 2.3 million clients offering advice insurance investments banking and generosity products and programs. For more than 100 years Thrivent has been helping Christians build their financial futures and live more generous lives. Today Thrivent is a notforprofit membershipowned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization including an A rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA rating from S&P Global Ratings. Ratings are based on Thrivents financial strength and claimspaying ability but do not apply to investment product performance.
Thrivent values diversity and inclusion and were committed to providing an Equal Employment Opportunity (EEO) without regard to race religion color gender gender identity national origin age disability marital status citizenship status military or veteran status sexual orientation sex genetic information or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information visit ourworkforce privacy policy at is the marketing name for Thrivent Financial for products securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or FINRAs Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
