Team Based Financial Advisor - Eugene, OR / Hybrid

About the Role

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. This position offers income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work. The Team-Based Financial Advisor is provided a platform to focus on learning and development, rather than solely production, working 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.

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 6 and 63, 7 and 66, or 7, 63 and 65

After completing licensing, you may enroll in a comprehensive 6-week training program.

Responsibilities

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:

• 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.
• Developing skills and best practices to be a successful financial advisor.

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.

Skills

• 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.

Desired Characteristics

We’re looking for people who are—or want to become—part of the communities where clients live, work, and worship. Ideal candidates may be seasoned financial professionals or those looking for a career change.

Location

Eugene, OR | Hybrid (3-5 days in the office).

Pay

Total Compensation is $70,000-$100,000, which includes a combination of 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, the location of the practice, and many other factors.

Benefits

• Medical, dental, and vision insurance.
• Disability, accidental death, and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing support, training, and opportunities for professional growth.
• Well-being programs to help you manage your physical, emotional, and financial health.
• Gift-matching program to double your contributions to eligible nonprofit organizations.
• Volunteer programs that support your efforts to make a difference.
• Membership programs that help you engage with clients to make a real impact in your community.

About Thrivent

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers 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.

Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability but do not apply to investment product performance.