Team-Based Financial Advisor - Kelly Banner Team

Thrivent • Kenosha, WI

14d

About The Position

The Team-Based Financial Advisor joins the Kelly Banner Team, an independent financial services practice of Thrivent in Kenosha, Wisconsin. The role provides a platform to focus on learning and development rather than solely on production, working closely with Lead Advisors for mentorship, coaching, training, and support. It may suit candidates entering the field, changing careers, or already working in financial services. The position offers income stability while the advisor learns through mentorship and joint fieldwork, with potential to become a partner in the practice.

During the first 8 to 13 weeks, the advisor studies for and obtains licenses appropriate to their situation. These may include resident-state Life, Health and Annuity licenses; the Securities Industry Essentials (SIE); and 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.

Following licensing and training, the advisor begins building a book of business, with the ultimate goal of joining the sponsoring team in a traditional financial advisor role. The work includes learning practice operations, participating in joint fieldwork, developing client relationships, recommending and servicing suitable products and strategies, and supporting clients’ financial clarity. The position also involves client meeting preparation and documentation, responding to client inquiries, community events and financial education, and collaboration with Lead Advisors on complex situations.

Requirements

• Bachelor’s degree or equivalent experience.
• Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, 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.
• Candidates may be seeking a first opportunity, changing careers, or already working in the financial industry.
• Interest in becoming part of the communities where clients live, work, and worship.

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, 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 and volunteer programs.
• Membership programs that help employees engage with clients and make an impact in the community.
• Performance-based commission and incentive compensation in addition to base pay.

What This Job Offers

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