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Financial Advisor Trainee - Lancaster, PA

    • Lancaster, Pennsylvania
  • Financial Advisor
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Description

Candidates entering the Team-Sponsored Launch program will work closely with an experienced financial advisor or team—receiving mentorship, coaching, access to training and support. By the end of the program, the goal is to be proficient in the following areas that can help you build your business:
•Solicit and sell appropriate products, complete applications, write recommendations, service existing clients and contracts, etc.
•Learn and understand the resources of the entire operation of the sponsoring team or practice.
•Participate in joint business opportunities (including joint fieldwork) with the sponsoring pratice to build expertise and observe best practices within the industry.
•Meet with clients and prospective clients to build a book of business and foster lasting relationships.
•Introduce products, services and strategies to help clients gain financial clarity, enabling lives full of meaning and gratitude.
•Understand and, if desired, build into your business common advice tools and platforms, like Salesforce, MoneyGuidePro, etc.
Team-Sponsored Launch
Financial advisor
•Use practice-sponsored workshops and events to attract new clients and provide financial education to the local community.
•Understand the value of a purpose-based advice approach that can be applied throughout the advisory process.
−Develop effective client communication skills and use them to listen attentively, ask exploratory questions and tell relatable stories.
•Gain a foundation of Thrivent’s proprietary and nonproprietary products and solutions.
−Leverage additional support resources to expand your business (e.g., Sales Desk, Advanced Desk, Advice
tools, Virtual Advice Team).
•Understand product-neutral strategies that help clients and prospective clients gain financial clarity, enabling them to live meaningful, generous lives and achieve their goals.
•Understand the technical processing and execution of
all product lines:
−Insurance.
−Managed accounts.
−Brokerage products.
−Fee-based financial planning.
•Research products, product pricing and contact carriers for information; analyze asset allocation and generate rebalancing trades.
•Implement planning, analysis and investment strategies to execute financial plans on behalf of the client.
•Identify natural and target markets, develop prospecting and networking skills, and develop proficiency in asking for referrals.
•Strengthen existing client relationships by adding more assets under management and identifying additional service opportunities.

As a Thrivent financial advisor, you’ll:

  • Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits.
  • Build genuine, long-term relationships based on shared values and goals.
  • Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
  • Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
  • Have the flexibility to control your schedule, allowing for work-life balance.

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 our clients live, work and worship. Whether you’re a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you’re:

  • 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.

Requirements

•Attainment of FINRA SIE.
•State LHA Licenses.
•Series 7 and 66 (or 7, 63 and 65).
•Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

•Stable income through splits, individual and team sales commissions, and incentive pay structures.
•Medical, dental, vision, disability and accidental death and dismemberment insurance.
•Unique perks, like pension, 401(k) and retiree medical plans.

•Ongoing access to voluntary training and opportunities for professional growth.
•Membership programs and
award-winning workshops that help you connect with your clients and help people make an impact in your community.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more.  You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

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.

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Financial Advisor Trainee - Lancaster, PA

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