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Thrivent · 3 months ago

Associate - Harbor Financial Group- Gig Harbor, WA

Gig Harbor, WA

Full-time

Hybrid

New Grad, Entry Level

$75K/yr - $90K/yr

Thrivent is a diversified financial services organization that puts generosity at the center of saving and investing. They are seeking an Associate to provide expert financial advice, build client relationships, and develop skills to become a financial advisor within the Harbor Financial Group.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

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

Qualification

State Life Insurance LicenseHealth Insurance LicenseSecurities Industry Essentials (SIE)Series 7 RegistrationSeries 66 RegistrationFinancial Advisory SkillsCoaching SkillsSelf-disciplineMotivation to Help OthersInterpersonal Skills

Required

Obtain necessary licenses, including: State Life, Health and Annuity, Securities Industry Essentials (SIE), Series 6 and 63 or 7 and 66

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

Experience in outside sales, business management, education, ministry, hospitality, military or other relevant fields

Benefits

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.