Support Advisor- Prime Meridian Group

Organization / Business Overview :

Prime Meridian 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.

Position Summary :

Our well established, high performing team is currently looking to add to our team structure a skilled and experienced financial advisor.

This position provides support to Prime Meridian 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 Prime Meridian Group.

Responsibilities :

• Learn and understand the entire operation of Prime Meridian Group
• Participate in Joint Fieldwork with the advisors of Prime Meridian Group to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business, grow relationships, assess their financial goals, risk tolerance, and investment preferences
• Provide personalized financial advice and recommendations tailored to clients’ needs by positioning products, services, and strategies to help clients gain financial clarity
• Portfolio Management : design and implement investment strategies for clients’ managed accounts, including asset allocation, investment selection, and risk management
• Complete applications and service existing clients / contracts
• 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

Prerequisites :

• Minimum 3 years’ experience in financial services
• Securities registration-SIE, Series 7 and 66 (or 7, 63, and 65)

Position Requirements :

• Life, Health, and Annuities registration required, able to obtain after onboarding
• 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

Salary : $60,000-80,000 plus opportunity for commissions

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 human.

[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 otherstatus 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 or call 800-847-4836 and request Human Resources.