Team Sponsored Launch - North Point Financial Advisors
Core
A mentored financial advisor role focused on learning, development, and building a client book of business under the guidance of Lead Advisors.
Role type
Junior Financial Advisor (Team-Based)
Builds
Client relationships and a book of business for Thrivent Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, product solicitation and sales, application completion, financial planning, data analysis, event management, research, collaboration, scheduling, documentation
Preferred skills
Strong technical computer aptitude, knowledge of business tools (Microsoft Office, Salesforce), ability to handle multiple tasks, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Word, Excel, PowerPoint
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, complete applications and write recommendations, position products and strategies for financial clarity, build proficiency in advice tools, participate in community events for client attraction, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level, mentored IC