Team Based Financial Advisor Eugene, OR Hybrid
Eugene, OR - USA
Job Summary
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.
The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development rather than solely production. The role works closely with Lead Advisors to receive mentorship coaching training and support.
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 first8 to13 weeksyoullstudy for and obtain necessary licenses(varies byindividual situation)which mayinclude:
Resident state LifeHealthand Annuity
Securities Industry Essentials (SIE)
Series 6 and 637 and 66 or 7 63 and 65.
After completing licensing you may enroll in a comprehensive6-weektraining 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 insuranceretirementand generosity.
Building a strong personal network through local nonprofitschurchesand businesses for future growth.
Developing skills and best practices to be a successful financial advisor.
Location
EugeneORHybrid (3-5 days in the office)
Desired Characteristics
Our culture and our people are special.Werelooking for people who are or want to become part of the communities where clients liveworkand worship. Whetheryourea seasoned financial professional or looking for a career change you could be a successful Thrivent Financial advisor ifyoure:
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Salesforce)
Ability to handle multiple tasks andmaintaina high quality of work while experiencing frequent interruptions
Ability tomaintainintegrity 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
Total Compensation is $70000-$100000 which includes a combination of base revenue package plus upside potential through 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.
Youllalso be eligible for Thrivents industry-leading benefits:
Medicaldentaland vision insurance.
Disability accidentaldeathand dismemberment insurance.
401(k) and pension opportunities.
Ongoing supporttrainingand opportunities for professional growth.
Well-being programs to help youmanageryour physicalemotionaland 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 youengagewith clientsto make a real impactinyour community.
About Thrivent
Thrivent is a different kind of financial services firm one that puts generosity at the center of saving and investing.Adiversified financial services organization that with its subsidiary and affiliate companies serves more than2.4 millionclientsThriventoffersadvice 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$193billionin assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies whichdemonstratethe 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 needa reasonableaccommodation please let us know by sending an emailor 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 productssecuritiesand 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
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.