Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA jobs in United States
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Thrivent ยท 2 weeks ago

Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA

Thrivent is a diversified financial services organization that focuses on providing expert financial advice with heart. The Team-Based Financial Advisor role involves building genuine, long-term relationships with clients and helping them make informed financial decisions, while also offering the potential for career growth within the company.

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
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.

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