Team Based Financial Advisor - Legacy West Financial Consultants

Overview

Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA. We are growing and adding a team-based financial advisor to our team. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that.

This role involves working on a team to provide financial advice with heart, with some income stability and a focus on learning and development while serving clients with mentorship through joint field work. The position offers potential to become a partner in the practice.

Base pay range : $70,000.00 / yr - $90,000.00 / yr

Additional compensation types : Annual Bonus and Commission

Responsibilities

• Meet with potential clients to build genuine, long-term relationships based on shared values and goals.
• Educate and empower clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
• Build a strong personal network through local nonprofits, churches and businesses for future growth.
• Develop skills and best practices to be a successful financial advisor.

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 :

After 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 :

Desired characteristics

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 successful Thrivent Financial advisor if you're :

Requirements

Compensation and benefits

Compensation is $75,000-$90,000 (combination base revenue package plus upside potential through commission). Compensation varies significantly based on the practice's strategy, compensation philosophy, qualifications and experience, location, and other factors.

You'll also be eligible for Thrivent's industry-leading benefits :

About Thrivent

Thrivent is a not-for-profit, membership-owned Fortune 500 company that serves clients with advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has helped Christians build their financial futures and live more generous lives. Thrivent carries ratings from independent rating agencies indicating financial strength and stability. These ratings do not apply to investment product performance.

Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com / privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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