Thrivent

Thrivent

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

CA - Irvine · Full-time

Sponsorship not specified$70k-$90kDetected 30 days ago
SalesforceExcelResearchMentoringMicrosoft Office

About the role

  • In this position, you'll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.
  • We believe humanity thrives when individuals make the most of all they've been given.
  • We're here to help our clients do just that.

Responsibilities

  • Ongoing support, training and opportunities for professional growth.
  • Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives.

Requirements

  • Bachelor's degree or equivalent experience.

Nice to have

  • Compensation is $70,000 - $90,000 [combination base revenue package plus upside potential through commission].

Compensation

  • is $70,000 - $90,000 [combination base revenue package plus upside potential through commission].
  • varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

Benefits

  • Medical, dental and vision insurance.
  • Disability, accidental death and dismemberment insurance.
  • 401(k) and pension opportunities.

Company info

  • Mountain Financial Group is an independent financial services practice of Thrivent in Irvine, CA. We are growing and adding a team-based financial advisor to our team. At Mountain Financial Group, we provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool - one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that. This is a full time role that will be in office 2-3 days per week.
  • Licensing and Training
  • Over your first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), which may include:
  • Resident state Life, Health and Annuity
  • Securities Industry Essentials (SIE)
  • Series 6 and 63, 7 and 66, or 7, 63 and 65.
  • Learn and understand the entire operation of practice
  • Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
  • Meet with new and existing clients to build a book of business and grow relationships
  • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
  • Position products, services, and strategies to help clients gain financial clarity
  • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
  • Participate in events to attract new clients and provide financial education to the local community
  • Research and respond to client inquiries
  • Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production.
  • The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.
  • This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.
  • Mountain Financial Group is an independent financial services practice of Thrivent in Irvine, CA.
  • We are growing and adding a team-based financial advisor to our team.
  • At Mountain Financial Group, we provide personalized financial guidance to people at all stages of life.
  • At Thrivent, we view money not as a goal, but as a tool - one that can afford you a life rich in meaning and gratitude.
  • This is a full time role that will be in office 2-3 days per week.
  • After completing licensing, you may enroll in a comprehensive 6-week training program.
  • What you can expect
  • After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role.
  • Typical activities include:
  • Collaborate with Lead Advisor on complex scenarios
  • Schedule, prep, and document all your client meetings

Equal opportunity

  • Thrivent is committed to providing reasonable accommodation to individuals with disabilities.
  • If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

Visa & Work Authorization

  • religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected b
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This listing is sourced directly from Thrivent's careers page and normalized into a canonical job model.