Team-Based Financial Advisor - Kelly Banner Team

Thrivent • Kenosha, WI

12d

About The Position

The Team-Based Financial Advisor joins the Kelly Banner Team, an independent financial services practice of Thrivent in Kenosha, Wisconsin. This is a mentored role focused on learning and development rather than solely on production. The advisor works closely with Lead Advisors and other experienced professionals, receiving coaching, training, support, and joint fieldwork while serving clients. The position offers some income stability and the potential to develop into a partner in the practice or join the sponsoring team in a traditional financial advisor role.

During the first 8 to 13 weeks, the advisor studies for and obtains licenses required for their situation. These may include resident-state life, health and annuity licenses and securities registrations such as SIE, Series 6 and 63, Series 7 and 66, or Series 7, 63 and 65. After licensing, the advisor may enroll in a comprehensive six-week training program.

After licensing and training, the advisor builds a book of business and client relationships, provides financial guidance and services, and develops proficiency with the practice’s advice tools and platforms. Candidates may be entering the profession for the first time, changing careers, or already working in financial services.

Requirements

• Bachelor’s degree or equivalent experience.
• Satisfactory background check, fingerprinting, and verification of securities registration and/or insurance licensing, if applicable.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.

Nice To Haves

• Military veterans are encouraged to apply.
• Interest in becoming part of the communities where clients live, work, and worship.
• Experience in financial services may be relevant, though the role is also open to first-time candidates and career changers.

Responsibilities

• Learn and understand the entire operation of the practice.
• Participate in joint fieldwork to build expertise and learn industry best practices.
• 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 and contracts.
• Position products, services, and strategies to help clients gain financial clarity.
• Build proficiency in advice tools and platforms such as Salesforce, Money Guide Pro, and What-If Tax.
• Participate in events to attract new clients and provide financial education to the local community.
• Research and respond to client inquiries.
• Collaborate with the Lead Advisor on complex scenarios.
• Schedule, prepare for, and document client meetings.
• Perform other responsibilities as assigned by the Lead Advisor.

Benefits

• Medical, dental, and vision insurance.
• Disability insurance.
• Accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing support, training, and opportunities for professional growth.
• Well-being programs supporting physical, emotional, and financial health.
• Gift-matching program for eligible nonprofit contributions.
• Volunteer programs.
• Membership programs that help advisors engage with clients and make an impact in the community.

What This Job Offers

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