Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent is a financial services firm that emphasizes generosity and personalized financial guidance. The Team-Based Financial Advisor will work closely with experienced advisors to learn the business, build client relationships, and eventually transition into a traditional financial advisor role.
Responsibilities
- 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
- Collaborate with Lead Advisor on complex scenarios
- Schedule, prep, and document all your client meetings
- Other responsibilities as assigned by the Lead Advisor
Skills
- Bachelor's degree or equivalent experience
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable
- 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
- Candidates seeking their first opportunity
- Career changers
- Professionals currently working in the financial industry
Benefits
- Medical, dental and vision insurance.
- Disability, accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- Ongoing support, training and opportunities for professional growth.
- Well-being programs to help you manager your physical, emotional and financial health.
- Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
- Membership programs that help you engage with clients to make a real impact in your community.
Company Overview
Company H1B Sponsorship