Team Financial Advisor-Legacy West Financial Consultants

Overview

Team-Based Financial Advisor - Legacy West Financial Consultants

Meaningful work. Rewarding career. Make an impact providing financial advice with heart, learning from experienced advisors and mentors while developing your career with potential to become a partner in the practice.

Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA. We provide personalized financial guidance to people at all stages of life, viewing money as a tool to help clients live meaningful lives.

This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

• Meet with potential clients to build genuine, long-term relationships based on shared values and goals.
• Educate and empower clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
• Build a strong personal network through local nonprofits, churches and businesses for future growth.
• Develop skills and best practices to be a successful financial advisor.
• Start building your book of business after licensing and training, with the goal of joining the sponsoring team in the traditional financial advisor role.

Over the first 8 to 13 weeks, 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 licensing, you may enroll in a comprehensive 6-week training program.

• License and training completed, start building your book of business.
• Join the sponsoring team in the traditional financial advisor role.

• Self-motivated with a strong sense of ownership and accountability for delivering results
• Proactive problem-solver who thrives with minimal supervision
• Strong self-starter mindset with the ability to prioritize and manage multiple tasks
• Ability to foster relationships with existing and new clients/members
• 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

• 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 is $75,000-$90,000 (base revenue package with upside potential through commission). Note that total compensation varies based on the practice’s strategy, qualifications, and location.

You’ll also be eligible for Thrivent’s 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
• Gift-matching program for eligible nonprofits
• Community engagement opportunities with clients

Thrivent is a diversified financial services firm that serves more than 2.4 million clients and offers advice, insurance, investments, banking and generosity programs. Thrivent is a not-for-profit, membership-owned company with strong financial ratings. This description reflects current information and policy disclosures.

Thrivent values diversity and inclusion and provides Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, or any other status protected by law. Reasonable accommodation requests can be made by contacting Human Resources.

Seniority level:
Associate

Employment type:

Full-time

Job function:
Sales and Finance;
Industries:
Investment Advice, Insurance, and Financial Services