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Service Advisor - Unity Wealth Advisor Group

    • Downers Grove, Illinois
  • Financial Advisor

Description

Organization/Business Overview: 

Unity Wealth Advisor Group, an established financial services practice for Thrivent located in Downers Grove, IL, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can leverage the diverse skill sets of seven veteran financial advisors to serve more clients and accelerate your career. In this role, training and support will come directly from our practice, with a 17-week initial onboarding provided by Thrivent. If you have a heart for support and a passion for helping others reach their financial goals, we’d like to connect with you.

Position Summary:

Our well established, high performing team is currently looking for a Client Service Advisor. This position provides support to Unity Wealth Advisor Group’s existing client base. It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. 

This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! Industry experience is optimal. You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.

Team Sponsored Launch provides stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Unity Wealth Advisor Group.

Responsibilities:

  • Learn and understand the entire operation of Unity Wealth Advisor Group
  • Participate in Joint Fieldwork with Unity Wealth Advisor Group 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
  • Collaborate with Lead Advisor on complex scenarios 
  • Schedule, prep, and document all your client meetings

Characteristics:

Our culture and people are special. We’re looking for people who are–or want to become–part of the communities where our clients live, work and worship.  Whether you’re just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:

  • Self-motivated, independent, and driven to succeed
  • Motivated by helping others
  • A natural coach or guide with strong interpersonal skills
  • Passionate about living a life of generosity by serving others, not just selling products

Benefits:
Benefits provided by Thrivent, a Fortune 500 organization.

  • Medical, dental, vision, disability and accidental death and dismemberment insurance
  • Pension, 401(k) and retiree medical plans

Position Requirements:

  • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
  • Life, Health and Annuities registration required

As part of Unity Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, 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 by applicable local, state, or federal law. This policy applies to all employees and job applicants.

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.

Service Advisor - Unity Wealth Advisor Group

Downers Grove, Illinois

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