Apply on Employer Site

Thrivent · 12 hours ago

Team Based Financial Advisor - Northbound Group

Escanaba, MI

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $90K/yr

Thrivent is a diversified financial services organization that puts generosity at the center of saving and investing. The Team-Based Financial Advisor role focuses on learning and development while providing financial advice and support to clients, with mentorship from experienced advisors.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Jennifer Kendzior

Responsibilities

Learn and understand the entire operation of practice

Participate in Joint Fieldwork to build expertise and learn best-practices within the industry

Meet with new and existing clients to build a book of business and grow relationships

Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts

Position products, services, and strategies to help clients gain financial clarity

Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc

Participate in events to attract new clients and provide financial education to the local community

Research and respond to client inquiries

Collaborate with Lead Advisor on complex scenarios

Schedule, prep, and document all your client meetings

Other responsibilities as assigned by the Lead Advisor

Qualification

LifeHealthAnnuity LicenseSecurities Industry Essentials (SIE)Series 6SalesforceMicrosoft Office SuiteClient Relationship ManagementMulti-taskingIntegrity

Required

Bachelor's degree or equivalent experience. Military veterans are encouraged to apply

Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Ability to maintain integrity of sensitive/confidential information

Benefits

Medical, dental and vision insurance.

Disability, accidental death and dismemberment insurance.

401(k) and pension opportunities.

Ongoing support, training and opportunities for professional growth.

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 engage with clients to make a real impact in your community.

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

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)