Financial Advisor- North Central Florida Group- Tallahassee, FL

Thrivent Financial for Lutherans • Tallahassee, FL

120d

About The Position

North Central Florida Group, an established financial services practice for Thrivent located in Gainesville and Tallahassee, FL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can learn from and leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate your career. In this role, training and support will come directly from our practice, with a six-week initial onboarding provided by Thrivent. If you have a heart for helping others reach their financial goals and an aptitude for business, we'd like to connect with you. Our well-established, high performing team is currently looking for a Financial Advisor. This position provides support to North Central Florida Group's existing client base. The position serves as a resource to established Financial Advisors and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities. The person in this role supports securities and insurance-related tasks and other administrative tasks as assigned. In addition, this role will handle client inquiries regarding their accounts, researching and communicating answers. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our values-driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! Industry experience is optimal. You will play a critical role in our client experience, so an outgoing and service-oriented mindset is a must. You will work closely with our team, receiving mentorship, coaching, training, and support.

Requirements

• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) before contracting
• Life, Health and Annuities registration required

Responsibilities

• Learn and understand the entire operation of North Central Florida Group
• Participate in Joint Fieldwork with North Central Florida Group 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees