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Thrivent

Financial services for individuals and communities

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNashua, NH, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • A FINRA Series 7 and Series 63/65 or Series 66 license is required, or must be obtained within 90 days.
  • State insurance licensing and appointment in life, health, and variable lines of authority are required, or must be obtained within 90 days.
  • Must be eligible to be securities registered and insurance licensed in all 50 states.
  • Must pass a criminal and financial background check.
  • Candidates should be self-disciplined, independent, and driven to succeed.
  • Candidates should be motivated by helping others achieve their goals, not just selling products.
  • Candidates should have strong interpersonal skills and be capable of coaching or guiding clients.
  • Candidates should be positive, energetic, and results-oriented.
  • Candidates should be collaborative and willing to contribute to a team.

Responsibilities

  • Proactively re-engage existing Thrivent clients by reaching out to schedule and hold appointments by phone, shared screens, and video.
  • Engage and serve clients in the advisor's natural market.
  • Build sales experience and engage clients with confidence and clarity.
  • Guide clients in creating and maintaining financial plans that support lives of service and faith.
  • Meet with clients virtually to provide personal, actionable advice and connect clients to Thrivent products and programs.
  • Use the Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar to support client service and planning.

About the Company

Thrivent

Financial services for individuals and communities

Thrivent combines financial advice, insurance, investments and banking with generosity programs to help individuals and communities thrive. It treats money as a tool rather than a goal, guiding over 2 million clients to plan and protect their finances while also supporting charitable giving. The company’s model centers on helping people build financial futures and live more generous lives through a broad suite of financial services and community-focused initiatives. Differentiators include its emphasis on generosity and community impact, long-standing 100-year legacy, and integrated approach across planning, protection, growth and philanthropy. The goal is to empower people to manage their finances responsibly and contribute to the well-being of their communities.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Minneapolis, MN
Founded
1902

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