Financial Advisor
| Company | Thrivent |
|---|---|
| Location | San Carlos, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
- Life, Health and Annuities registration required
Responsibilities
- Learn and understand the entire operation of San Francisco Peninsula Group
- Participate in Joint Fieldwork with San Francisco Peninsula 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
Preferred Qualifications
- 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