Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA
Thrivent is a diversified financial services organization that focuses on providing expert financial advice with heart. The Team-Based Financial Advisor role involves building genuine, long-term relationships with clients and helping them make informed financial decisions, while also offering the potential for career growth within the company.
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
Skills
- Obtain necessary licenses, including: State Life, Health and Annuity, Securities Industry Essentials (SIE), Series 6 and 63 or 7 and 66
- Self-disciplined, independent and driven to succeed
- Motivated by helping others and seeing them achieve their goals
- A natural coach or guide with strong interpersonal skills
- Passionate about living a life of generosity by serving others, not just selling products
- Experience in outside sales, business management, education, ministry, hospitality, military or other relevant 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 Overview
Company H1B Sponsorship