Team Based Financial Advisor - Apex Financial Group

Thrivent • Appleton, WI

22h • Onsite

About The Position

The Team-Based Financial Advisor role at Apex Financial Group offers a meaningful and rewarding career path, focusing on providing financial advice with a client-centric approach. This position is designed for individuals to learn and develop within the financial services industry, surrounded by experienced financial advisors and experts, with the potential to become a partner in the practice. It provides income stability and a strong emphasis on learning and development through mentorship and joint field work with Lead Advisors, rather than solely production. This role is suitable for candidates seeking their first opportunity, career changers, or professionals already in the financial industry. Apex Financial Group is an independent financial services practice of Thrivent, located in Appleton, WI. The group is expanding and serves over 13,000 clients with a focus on comprehensive financial planning, prioritizing the quality of relationships. Apex Financial Group operates 7 offices across Wisconsin and has a team of over 60 professionals, including its own operations team. Key services include wealth management, risk management, tax management, and debt management. This is a full-time, onsite position.

Requirements

• Bachelor’s degree or equivalent experience
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable
• Ability to study for and obtain necessary licenses (varies by individual situation) within 8 to 13 weeks, which may include: Resident state Life, Health and Annuity, Securities Industry Essentials (SIE), Series 6 and 63, 7 and 66, or 7, 63 and 65
• 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

Nice To Haves

• Desire to become part of the communities where clients live, work and worship

Responsibilities

• Learn and understand the entire operation of practice
• Participate in Joint Fieldwork 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
• Other responsibilities as assigned by the Lead 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
• Number of Employees: 1,001-5,000 employees