Team Based Financial Advisor - Todd Financial jobs in United States
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Thrivent · 1 day ago

Team Based Financial Advisor - Todd Financial

Thrivent is a diversified financial services organization dedicated to helping clients lead meaningful lives. The Team-Based Financial Advisor role focuses on supporting clients in their financial decisions while working alongside experienced advisors, with the goal of transitioning into a traditional financial advisor position within three months to three years.

FinanceFinancial ExchangesFinancial ServicesInsurance
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H1B Sponsor Likelynote
Hiring Manager
Jennifer Kendzior
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Responsibilities

Meeting with potential clients to build genuine, long-term 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

Qualification

LifeHealthAnnuity LicenseSecurities Industry EssentialsSeries 6/63Interpersonal SkillsSelf-disciplinedMotivated by helping othersNatural coachGuide

Required

Obtain necessary licenses over the course of eight to 13 weeks, including Resident state Life, Health and Annuity, Securities Industry Essentials, Series 6/63 or 7/66 (7/63 and 65)
Participate in a comprehensive training program lasting up to eight weeks after completing licensing
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

Preferred

Candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry
Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more
Open to college applicants and those with no or little exposure to the industry

Benefits

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.

Company

Thrivent

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Thrivent is a financial services organization that helps Christians be wise with money and live generously.

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Teresa Rasmussen
President & CEO
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Kelly Baker
Executive Vice President, Chief Human Resources Officer
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Company data provided by crunchbase