Thrivent · 1 day ago
Team Based Financial Advisor - Financial Synergy
Thrivent is a diversified financial services organization that serves over 2.3 million clients. The Team-Based Financial Advisor position focuses on providing expert financial advice, building client relationships, and developing skills to transition into a traditional financial advisor role.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals
Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement
Building a strong personal network through local nonprofits, churches, and businesses for future growth
Developing skills and best practices to be a successful financial advisor
Qualification
Required
Obtain state insurance licenses (life, health & variable contracts)
Obtain Series 7 and 66 registrations
Complete Thrivent's comprehensive advisor onboarding program
Ability to build genuine, long-term relationships based on shared values and goals
Empower clients to make knowledgeable financial decisions about education, investments, insurance, and retirement
Build a strong personal network through local nonprofits, churches, and businesses for future growth
Develop skills and best practices to be a successful financial advisor
Self-disciplined, independent, and driven to succeed
Motivated by helping others and seeing them achieve their goals
Strong interpersonal skills
Passionate about living a life of generosity by serving others
Preferred
Experience in outside sales, business management, education, ministry, hospitality, military, or similar fields
College applicants and those with no or little exposure to the industry are welcome
Benefits
Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Access to unique tools to engage clients in their community to make a real impact.
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
H1B Sponsorship
Thrivent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-23
2026-01-22
2025-11-28
Company data provided by crunchbase