Team Based Financial Advisor – Legacy West Financial Consultants Bellevue, WA
Team Based Financial Advisor – Legacy West Financial Consultants Bellevue, WA
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Job Description
Meaningful work. Rewarding career.
Make an impact working as part of a team providing financial advice with heart. Youll learn the business surrounded by experienced financial advisors and other experts building your career with the potential to become a partner in the this position youll 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 theyve been given. Were 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 youll 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 youll 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. 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-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
Requirements
- Bachelors 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
Compensation is $75000-$90000 (combination base revenue package plus upside potential through commission). Compensation varies significantly based on the strategy of the practice the compensation philosophy of the practice the specific qualifications and experience of the individual the location of the practice and many other factors.
Youll also be eligible for Thrivents 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
Thrivent is a different kind of financial services firm one that puts generosity at the center of saving and investing. A diversified financial services organization that with its subsidiary and affiliate companies serves more than 2.4 million clients Thrivent offers 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 $193 billion in assets under management/advisement (as of 12/31/24). 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 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.
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 calland request Human Resources.
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:
Contract
Employment Type
Full-Time
