Team-Based Financial Advisor - Kelly Banner Team
Core
A Financial Advisor focused on learning and development within a team structure, serving clients with mentorship and joint field work before transitioning to a traditional advisor role.
Role type
Junior Financial Advisor (Team-Based)
Builds
Book of business and client relationships for Thrivent Financial
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial advice, client relationship management, product solicitation and sales, application completion, financial planning, Salesforce, Microsoft Office (Word, Excel, PowerPoint), joint fieldwork collaboration
Preferred skills
Strong technical computer aptitude, ability to handle multiple tasks, integrity with sensitive information
Technologies
Salesforce, Money Guide Pro, What-If Tax
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 / Junior