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Associate Financial Advisor

Thrivent Financial Services - Sacramento

Associate Financial Advisor

Lodi, CA +3 locations
Paid
  • Responsibilities

    What if your next career could change lives? What if you could succeed by helping others succeed? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career! With a full range of financial products and services, you’ll help people create a strategy that reflects their values, provides for their families, and protects their future. Position Overview: As a Thrivent Financial Advisor, you’ll: • Have the freedom of working independently. Help families and businesses with a shared purpose meet their financial goals by executing our proven advice-driven sales process • Explore with members the many ways their money choices can reflect their values • Help members feel comfortable and confident with their finances WE’LL PROVIDE YOU WITH: • A comprehensive training program with up to twenty-five weeks of paid training The opportunity to continue learning and growing through ongoing training and development, including: • Sales meetings • Product training • Methods to enhance soft skills • The option to work jointly with seasoned professionals who can mentor you SUPPORT AND INCENTIVESUnique incentives reward you for building authentic, long-term relationships as you guide members to meet their financial goals. Thrivent gives you: • Compensation that reflects your efforts and success • The type of comprehensive robust benefits package you’d expect from a Fortune 500 financial services organization • Opportunities to qualify to attend conferences at premier destinations – domestic and international • A full suite of marketing tools and resources, including funds to help with marketing and community visibility efforts Responsibilities: Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Create customized financial plans suitable for each client based on potential life changes and changing financial needs Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Bachelor's Degree In Business is preferred but not required • Leadership, Sales, Customer Service, or a Marketing Background is required • BILINGUAL IS ALWAYS A PLUS Compensation: $95,000 - $135,000

  • Locations
    Lodi, CA • Modesto, CA • Roseville, CA • Fresno, CA