Thrivent · 11 hours ago
Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Thrivent is a diversified financial services organization that serves over 2.3 million clients. The Team-Based Financial Advisor role involves providing expert financial advice, building long-term client relationships, and developing financial plans that align with clients' values and goals.
Responsibilities
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals
Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity
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
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
Benefits
Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Well-being programs to help you manage 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 and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.
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 (6)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-28
Company data provided by crunchbase