Associate Financial Advisor - Emerald Financial Group

Thrivent • Rochester, MN

1d

About The Position

Meaningful work. Rewarding career. Are you ready to grow your career within a well-established and thriving financial team? As an Associate Financial Advisor at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for an advisor who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients’ lives. Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets. As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Emerald Financial Group including: Build a financial practice guiding clients 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 You will be employed/contracted by Emerald Financial Group. Our culture — and our people — are what make us special. We’re looking for individuals who are, or aspire to be, deeply connected to the communities where our clients live, work, and worship. We believe in generosity and in giving back. In this role, you’ll inspire and support clients in contributing to nonprofits and their communities, while also having opportunities to give back yourself. Our ideal candidate is: 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. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

• Bachelor’s degree in finance, economics, business, or a related field preferred or equivalent work experience.
• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Responsibilities

• Drive business growth by expanding the client base and increasing assets under management.
• Maintain accountability for personal revenue goals.
• Ensure adherence to all regulatory, compliance, and ethical standards.
• Provide comprehensive financial planning and investment guidance to prospective and existing clients.
• Communicate complex financial strategies clearly and effectively.
• Oversee trade execution, insurance analysis, suitability review, and client account changes with accuracy and care.
• Maintain required licenses, certifications, and continuing education.
• Represent the firm through client meetings, seminars, community engagement, and business development activities.

Benefits

• Base salary is tied to recurring revenue from your book of business, with additional revenue sharing on first-year commissions and advisory fees.
• Medical, dental, and vision available.
• Employer paid life insurance, short-term disability, and long-term disability.
• 401(k) with company match.
• Personal time off.
• 7 Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level