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Team Based Financial Advisor

Date Posted: Jun 27, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Bellevue, Washington, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 25, 2026

Job Description

Overview

As a Team-Based Financial Advisor at Thrivent Financial, you will work collaboratively within a team to provide personalized financial advice, focusing on building relationships with clients and empowering them to make informed financial decisions. This role offers a supportive learning environment and the potential for career advancement, including the opportunity to become a partner in the practice.

Key responsibilities

  • Meet with potential clients to establish long-term relationships based on shared values and goals.
  • Educate clients on financial decision-making related to investments, insurance, retirement, and generosity.
  • Build a personal network through local nonprofits, churches, and businesses.
  • Develop skills and best practices for success as a financial advisor.

Required skills

  • Client relationship management
  • Investment planning
  • Insurance knowledge
  • Retirement planning
  • Networking
  • Strong technical computer aptitude
  • Knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
  • Bachelor's degree or equivalent experience

What the company offers

  • $75,000-$90,000 compensation package
  • Medical, dental and vision insurance
  • Disability and life insurance
  • 401(k) and pension opportunities
  • Ongoing support and training for professional growth
  • Well-being programs
  • Gift-matching program
  • Membership programs for community engagement

Skills Required

Company Overview

Bellevue, Washington, United States of America

Thrivent Financial is a membership organization that provides financial products and services guided by Christian principles. They focus on serving the financial needs of their members and offering personalized strategies for financial growth and sec... Read More

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