Associate Financial Advisor jobs in United States
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Thrivent · 3 weeks ago

Associate Financial Advisor

Thrivent is a diversified financial services organization that focuses on providing expert financial advice with heart. They are seeking an Associate Financial Advisor to support clients and financial advisors at Lakeview Financial Group by building relationships, educating clients on financial decisions, and developing a personal network for growth.

FinanceFinancial ExchangesFinancial ServicesInsurance
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H1B Sponsor Likelynote
Hiring Manager
Tabitha Bailey
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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

Securities licensingLifeHealthAnnuitiesFinancial advisingInterpersonal skillsSelf-disciplineCoachingMotivational skills

Required

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration. If not currently licensed, candidates should be willing to do so within 120 days of hire/contract
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Preferred

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

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