Team Based Advisor - Tim Zauche Team - Platteville, WI jobs in United States
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Thrivent · 1 month ago

Team Based Advisor - Tim Zauche Team - Platteville, WI

Thrivent is a diversified financial services organization that focuses on providing expert financial advice with a heart. As a Team Based Advisor, you will build a financial practice guiding clients towards financial clarity while fostering long-term relationships rooted in trust and understanding.

FinanceFinancial ExchangesFinancial ServicesInsurance

Responsibilities

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice
Have the flexibility to control your schedule, allowing for work-life balance
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business

Qualification

FINRA SIELife insurance licenseHealth insurance licenseBachelor's degreeSelf-disciplinedMotivated by helping othersNatural coachGuideInterpersonal skills

Required

Bachelor's degree or equivalent experience
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
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 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.

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