Team Based Financial Advisor - Eugene, OR / Hybrid

Thrivent • Eugene, OR

83d • $70,000 - $100,000 • Hybrid

About The Position

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work. The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support. This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

Requirements

• Bachelor’s degree or equivalent experience.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Nice To Haves

• 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
• Military veterans are encouraged to apply.

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.

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 manager 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.

What This Job Offers

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