Team Based Financial Advisor - Eugene, OR / Hybrid
ThriventAbout the role
Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. 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.
The Team-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.
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.
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:
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.
Location
Eugene, OR | Hybrid (3-5 days in the office)
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Requirements
Bachelor’s degre
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