Financial Advisor- Team Sponsored Launch- Cascade West Group- Kirkland, WA
Financial Advisor- Team Sponsored Launch- Cascade West Group- Kirkland, WA
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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 well-being through purpose-based 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.
Team-based Financial Advisor
Enjoy the rewards of working as part of a team helping clients make financial choices guided by values. Youll 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 youll have a stable income and the ability to focus on learning and development and the opportunity to serve clients with is a hybrid role with the expectation of coming into the office periodically. While most of the work can be done remotely occasional in-person collaboration is encouraged based on team needs and business priorities.
Licensing and Training
Over your first 2 to 3 months you will study for and obtain necessary licenses including:
- State Life Health and Annuity
- Securities Industry Essentials (SIE)
- Series 6 and 63 or 7 and 66.
After completing licensing you 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 Cascade West Group 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 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. 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:
- Self-disciplined 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
You will receive stable income that includes individual and team sales commissions and incentive pay structures. You will also be eligible for Thrivents industry-leading benefits:
- The role offers a competitive compensation range of $75000 - $95000 (includes fixed and performance-based components)
- Medical dental and vision insurance.
- Disability accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- 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 and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.
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 not-for-profit membership-owned 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 claims-paying 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
