What are the responsibilities and job description for the Financial Services Professional position at Thrivent?
About Thrivent Associates:
Gateway Associates – Thrivent offers comprehensive financial planning services to individuals and small business owners through ongoing advice relationships. Our mission is to empower clients to achieve their ideal financial lives.
The Financial Advisor role involves working with the advisory team to create, present, and monitor personalized financial plans for clients. Key responsibilities include:
- Holding discovery meetings to understand clients' needs and goals.
- Maintaining knowledge of financial markets and economic conditions.
- Analyzing client needs and researching suitable investment opportunities.
- Preparing plan presentation meetings to ensure alignment with client needs.
Required skills and qualifications include:
- Series 7/66 licensing.
- WI State Life and Health insurance licensing.
- 1-3 years of experience in financial services.
- Excellent communication skills and ability to thrive in a fast-paced environment.
Benefits include health insurance stipend with HSA matching, simple IRA match, and 80 hours of PTO and 20 hours of volunteer time off per year. The position reports to the Lead Advisor/CEO and offers competitive compensation based on qualifications and experience.
