Base Career helps you apply smarter for this job.
Key skills for this role
Make an impact working as part of a team providing financial advice with heart. 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 some 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 a Financial Advisor that 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.
North Central Florida Group is an independent financial services practice of Thrivent in Tallahassee, Florida. We are growing and adding a Team-Based Financial Advisor to our team, which serves families in Gainesville, FL and the surrounding area along with the Florida Panhandle. Our focus is providing sound financial guidance through a variety of strategies to help reach financial goals. In addition to helping individuals and families be wise with money, our goal is to help inspire generosity in the communities we serve. This is a fulltime role that will be in office 5 days a week.
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.
What you can expect 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:
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
, USA
, USA
, USA
, USA
, USA
, USA
, USA
Lubbock, USA
Learn and understand the entire operation of 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 Our culture and our people are special. 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
Financial services providing advice, insurance, investments, and banking.
Visit company websiteJobs and hiring trendsUSD 24000-24000 yearly / year
Full-time
Entry
Onsite
Apply faster on company sites with our extension.