Team-Based Financial Advisor - Cascade West Group- Kirkland, WA jobs in United States
cer-icon
Apply on Employer Site
company-logo

Thrivent · 12 hours ago

Team-Based Financial Advisor - Cascade West Group- Kirkland, WA

Thrivent is a diversified financial services organization that serves over 2.3 million clients. The Team-Based Financial Advisor role involves providing expert financial advice, building long-term client relationships, and developing financial plans that align with clients' values and goals.

FinanceFinancial ExchangesFinancial ServicesInsurance
check
H1B Sponsor Likelynote
Hiring Manager
Jennifer Kendzior
linkedin

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 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
Strong interpersonal skills
Passionate about living a life of generosity by serving others

Preferred

Experience in outside sales, business management, education, ministry, hospitality, military or similar 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

company-logo
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 (6)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Teresa J. Rasmussen
President & CEO
linkedin
leader-logo
Kelly Baker
Executive Vice President, Chief Human Resources Officer
linkedin
Company data provided by crunchbase