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Associate Financial Advisor

Company: Thrivent Financial Services - Sacramento
Location: Fresno
Posted on: July 31, 2022

Job Description:

What if your next career could change lives? What if you could succeed by helping others succeed?

As a financial advisor, you'll have the opportunity to turn these "what-ifs" into a meaningful career! With a full range of financial products and services, you'll help people create a strategy that reflects their values, provides for their families, and protects their future.

Position Overview:

As a Financial Advisor, you'll:

--- Have the freedom of working independently. Help families and businesses with a shared purpose meet their financial goals by executing our proven advice-driven sales process
--- Explore with members the many ways their money choices can reflect their values
--- Help members feel comfortable and confident with their finances

We'll provide you with:

--- A comprehensive training program with up to twenty-five weeks of paid training

The opportunity to continue learning and growing through ongoing training and development, including:

--- Sales meetings
--- Product training
--- Methods to enhance soft skills
--- The option to work jointly with seasoned professionals who can mentor you

Support and Incentives
Unique incentives reward you for building authentic, long-term relationships as you guide members to meet their financial goals. We give you:

--- Compensation that reflects your efforts and success
--- The type of comprehensive robust benefits package you'd expect from a Fortune 500 financial services organization
--- Opportunities to qualify to attend conferences at premier destinations - domestic and international
--- A full suite of marketing tools and resources, including funds to help with marketing and community visibility efforts


Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given


Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
--- Bachelor's Degree In Business is preferred but not required
--- Leadership, Sales, Customer Service, or a Marketing Background is required
--- Bilingual is always a plus

About Company:
At Thrivent Financial Services - we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. As a holistic financial services organization, we are dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want to the fullest.

Thrivent Highlights:

Consistently earned high ratings from independent rating agencies A.M. Best A++ (Superior), highest of 16 ratings, and Fitch Ratings AA +(Very Strong), second highest of 19 ratingsEarned the award as one of the "World's Most Ethical Companies" for the fifth year running by Ethisphere Institute, 2012-2016Is ranked 318 on the Fortune 500 list (Fortune Magazine)

Keywords: Thrivent Financial Services - Sacramento, Fresno , Associate Financial Advisor, Accounting, Auditing , Fresno, California

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