Associate Financial Advisor - Emerald Financial Group

Associate Financial Advisor - Emerald Financial Group page is loaded## Associate Financial Advisor - Emerald Financial Group locations:
MN - Rochester time type:
Full time posted on:
Posted Todayjob requisition :
REQ-46109
** Summary
* * Meaningful work. Rewarding career.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
** Job Description
**** Position Summary
** As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Emerald Financial Group including:
* Build a financial practice guiding clients on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors

You will be employed/contracted by Emerald Financial Group.
** Desired Characteristics
** Our culture — and our people — are what make us special. We’re looking for individuals who are, or aspire to be, deeply connected to the communities where our clients live, work, and worship. We believe in generosity and in giving back. In this role, you’ll inspire and support clients in contributing to nonprofits and their communities, while also having opportunities to give back yourself.

Our ideal candidate is:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others.
* Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
** Primary Responsibilities
*** Drive business growth by expanding the client base and increasing assets under management.
* Maintain accountability for personal revenue goals.
* Ensure adherence to all regulatory, compliance, and ethical standards.
* Provide comprehensive financial planning and investment guidance to prospective and existing clients.
* Communicate complex financial strategies clearly and effectively.
* Oversee trade execution, insurance analysis, suitability review, and client account changes with accuracy and care.
* Maintain required licenses, certifications, and continuing education.
* Represent the firm through client meetings, seminars, community engagement, and business development activities.
** Requirements
* ** Bachelor’s degree in finance, economics, business, or a related field preferred or equivalent work experience.
* Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
** Compensation and Benefits
** Here, you’ll enjoy:
* Base salary is tied to recurring revenue from your book of business, with additional revenue sharing on first-year commissions and advisory fees.
* Medical, dental, and…