Team Based Financial Advisor - Financial Synergy jobs in United States
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Thrivent · 7 hours ago

Team Based Financial Advisor - Financial Synergy

Thrivent is a diversified financial services organization that serves over 2.3 million clients. They are seeking a Team-Based Financial Advisor to provide expert financial advice, helping clients build, grow, and protect their financial well-being through purpose-based advice and services.

FinanceFinancial ExchangesFinancial ServicesInsurance
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H1B Sponsor Likelynote

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 7 RegistrationSeries 66 RegistrationFinancial Advisory SkillsCoaching SkillsSelf-disciplineInterpersonal SkillsMotivational Skills

Required

Obtain state insurance licenses (life, health & variable contracts)
Obtain Series 7 and 66 registrations
Complete Thrivent's comprehensive advisor onboarding program
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
Ability to build genuine, long-term relationships based on shared values and goals
Empower clients to make knowledgeable financial decisions about education, investments, insurance, and retirement
Build a strong personal network through local nonprofits, churches, and businesses for future growth
Develop skills and best practices to be a successful financial advisor

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 J. 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