Team-Based Financial Advisor - Holder & Albrecht Financial Group

Thrivent • Spokane, WA

19h • Onsite

About The Position

Holder & Albrecht Financial Group is seeking a Team-Based Financial Advisor to join their growing team in Spokane and Wenatchee, WA. This role is designed for individuals seeking their first opportunity in financial advising, career changers, or current financial industry professionals. The position offers a platform for learning and development, with mentorship, coaching, training, and support provided by Lead Advisors. The primary focus is on helping individuals and families transition into retirement. This is a full-time, in-office position requiring 5 days per week at the Spokane, WA location.

Requirements

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

Nice To Haves

• Military veterans are encouraged to apply.

Responsibilities

• Learn and understand the entire operation of the 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 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