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Financial Professional - Team Sponsored Launch - Endeavor Financial Group

Thrivent Financial

Van Wert, OHFull-time$50–80K/yrPosted 7mo agoSeen in employer's feed 5 days ago

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At a glance

Compensation
$50–80K/yr
Location
Van Wert, OH
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

SIESeries 7Series 66Series 63Series 65Life, Health, And Annuities Registration

Job overview

Thrivent Financial is hiring a Financial Professional - Team Sponsored Launch - Endeavor Financial Group. Endeavor Financial Group, an established financial services practice for Thrivent, seeks a Support Advisor to join their team. This role provides support to existing clients and offers mentorship, coaching, training, and support through a Team Sponsored Launch program. The ideal candidate is a self-starter, high-energy, focused, and hardworking individual with a passion for helping others achieve financial goals.

Key focus areas include Learn and understand the entire operation of Endeavor Financial Group, Participate in Joint Fieldwork with advisors to build expertise, and Meet with new and existing clients to build a book of business.

Successful candidates bring SIE, Series 7 and 66, Life, Health, and Annuities Registration, and Maintain Confidential Information. Important skills include Outgoing, Service-Oriented Mindset, and Strong Technical Computer Aptitude. Preferred (not required): Salesforce, Money Guide Pro, What-If Tax, and Microsoft Word.

Skills & qualifications

RequiredNice to have

Skills

OutgoingService-Oriented MindsetStrong Technical Computer AptitudeSalesforceMoney Guide ProWhat-if TaxMicrosoft WordSelf-StarterHigh-EnergyFocusedHardworkingSelf-MotivatedIndependentDriven to SucceedGrowth MindsetCollaborativeTeam PlayerMotivated by Helping OthersRelationship-OrientedNatural Coach or GuideStrong Interpersonal SkillsPassionate About Living a Life of Generosity

Qualifications

SIESeries 7Series 66Series 63Series 65Life, Health, and Annuities RegistrationMaintain Integrity of Sensitive/Confidential Information

Full job description

Organization/Business Overview:

Endeavor Financial Group, an established financial services practice for Thrivent, is looking for candidates to grow with their team. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for financial services, and a passion for helping others reach their financial goals, we’d like to connect with you.

Organization/Business: Endeavor Financial Group

Position Title: Support Advisor

Reports to Title: Matt Crandall - Financial Advisor

Positions that Report to this Position (if applicable): None

Location of Position: Napoleon, OH or Van Wert, OH

Role: Full-Time

Position Summary:

Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group’s existing client base. 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! 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 while you 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 Endeavor Financial Group.

Responsibilities:

  • Learn and understand the entire operation of Endeavor Financial Group

  • Participate in Joint Fieldwork with the advisors of Endeavor Financial 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

  • Finalize, submit, and track all client paperwork for account and application changes

  • Collaborate with Lead Advisor on complex scenarios

  • Schedule, prep, and document all your client meetings

*Additional responsibilities may be assigned in accordance with business needs

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. You could be a successful addition to our team if you are:

  • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player

  • Motivated by helping others and relationship-oriented

  • A natural coach or guide with strong interpersonal skills

  • Passionate about living a life of generosity by serving others, not just selling products

Compensation:

$50,000 - $80,000 plus the opportunity for commissions

Position Requirements:

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

  • Life, Health, and Annuities registration required

  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn

  • Ability to maintain integrity of sensitive/confidential information

As part of Thrivent’s 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 [email protected] or call 800-847-4836 and request Human Resources.

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 [email protected] or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

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 Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

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