Team-Based Financial Advisor – Huether Associates

About Us

Huether Associates-Thrivent is an independent financial services practice of Thrivent in Rapid City, SD. We are growing and adding a Team-Based Financial Advisor to our team, which serves over 2000 families with a focus on comprehensive financial planning. This is a full-time position in the Rapid City office.

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. In this position, you’ll have 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. The role works 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

• Learn and understand the entire operation of the practice
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• 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
• Research and respond to client inquiries
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
• Other responsibilities as assigned by the Lead Advisor

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 a successful Thrivent Financial advisor if you’re:

• 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

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.

Compensation and Benefits

Compensation is negotiable based on a salary package plus upside potential through commissions.

You’ll 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
• 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. Today, 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.