Team- Financial Advisor - Holder & Albrecht Financial Group

Position: Team-Based Financial Advisor - Holder & Albrecht Financial Group
## Team-Based Financial Advisor - Holder & Albrecht Financial Group Apply locations:
WA - Spokane time type:
Full time posted on:
Posted Todayjob requisition :
REQ-47077

Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.
This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.
Location of Position:
Spokane, WA

Hours:

9:00 to 5:00 pm Monday-Friday in office
** About Us
**** Holder & Albrecht Financial Group
** is an independent financial services practice of Thrivent in Spokane and Wenatchee, WA. We are growing and adding a Team-Based Financial Advisor to our team, which serves clients in the Spokane and Wenatchee, WA areas. Our team focuses on helping individuals and families transition into Retirement. This is a full-time role that requires you to be in the office 5 days per week.
** Licensing and Training
** Over your first 8 to 13 weeks, you’ll study for and obtain necessary licenses (varies by individual situation), which may include:
* Resident state Life, Health and Annuity
* Securities Industry Essentials (SIE)
* Series 7 and 66 or 6 and 63, or 7, 63 and 65.After completing licensing, you may enroll in a comprehensive 6-week training program.
** What you can expect
** After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:
* 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
** 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 clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:
* 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
** Requirements
* ** Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.## ##
** Compensation and Benefits
** Total Compensation is $60,000-$80,000 which includes a combination base revenue package plus upside potential through commission.  Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual,…