What are the responsibilities and job description for the Wealth Management Advisor position at Thrivent?
Empowering Clients to Thrive
At Thrivent, we believe that everyone deserves access to high-quality financial guidance and investment expertise. Our team of experienced advisors is dedicated to helping individuals and small business owners achieve their financial goals and live their ideal life.
Job Description:
We're seeking a highly motivated and skilled Financial Advisor to join our team. As a key member of our advisory team, you'll be responsible for creating and presenting financial advice to our clients, empowering them to achieve their financial goals.
Responsibilities:
- Conduct thorough client assessments to identify financial needs and goals
- Develop and present customized financial plans to meet client objectives
- Monitor market trends and economic conditions to stay informed and make recommendations
- Collaborate with internal teams to ensure seamless execution of client plans
- Manage client interactions and track recommendations through our CRM system
Requirements:
- Series 7/66 licensing
- WI State Life and Health insurance licensing
- 1-3 years of experience in financial services
- Strong analytical and problem-solving skills
- Ability to communicate complex ideas clearly and concisely
- Knowledge of financial products and technology platforms
What We Offer:
- Competitive base salary range of $75,000 - $100,000
- Commissions on product sales and team bonuses ranging from 2-10% of annual salary
- Benefits package including health insurance stipend, HSA matching, and PTO/volunteer time off
- Opportunities for professional growth and development within the company
Salary : $75,000 - $100,000
