Associate - Harbor Financial Group- Gig Harbor, WA

About the role

Enjoy the rewards of working as part of a team helping clients make financial choices guided by values. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice.

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.

Requirements

• Up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.
• After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.
• This is a hybrid role with the expectation of coming into the office periodically. While most of the work can be done remotely, occasional in-person collaboration is encouraged based on team needs and business priorities.

Licensing and Training

• Over your first 2 to 3 months, you will study for and obtain necessary licenses, including: State Life, Health and Annuity Securities Industry Essentials (SIE) Series 6 and 7 or 63 and 66.
• After completing licensing, you may enroll in a comprehensive training program lasting up to eight weeks.

What You Can Expect

• After licensing and training, you’ll start building your book of business with the ultimate goal of joining the Harbor Financial Group in the traditional financial advisor role within three months to three years.
• Typical activities include meeting with potential clients to build genuine, long-term relationships based on shared values and goals, educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity, building a strong personal network through local nonprofits, churches and businesses for future growth, and developing skills and best practices to be a successful financial advisor.

Desired Characteristics

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others, not just selling products.

Skills

• Seasoned financial professional or looking for a career change.
• Fields such as outside sales, business management, education, ministry, hospitality, military and more.

Compensation and Benefits

• You will receive stable income that includes individual and team sales commissions, and incentive pay structures.
• You will also be eligible for Thrivent’s industry-leading benefits: Medical, dental and vision insurance, disability, accidental death and dismemberment insurance, 401(k) and pension opportunities, well-being programs to help you manage your physical, emotional and financial health, gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference, membership programs and award-winning workshops that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23).

Pay Transparency

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.