Team-Based Financial Advisor - Holder & Albrecht Financial Group

Thrivent • Spokane, WA

3d • $60,000 - $80,000 • Onsite

About The Position

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. 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. Location of Position: Spokane, WA Hours: 9:00 to 5:00 pm Monday-Friday in office About Us Holder & Albrecht Financial Group is an independent financial services practice of Thrivent in Spokane and Wenatchee, WA. We are growing and adding a Team-Based Financial Advisor to our team, which serves clients in the Spokane and Wenatchee, WA areas. Our team focuses on helping individuals and families transition into Retirement. This is a full-time role that requires you to be in the office 5 days per week.

Requirements

• Bachelor’s degree or equivalent experience.
• Military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
• 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

• Seeking their first opportunity
• Career changers
• Professionals currently working in the financial industry

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