Support AdvisorEndeavor Financial Group, an established financial services practice for Thrivent, is looking for candidates to grow with their team. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for financial services, and a passion for helping others reach their financial goals, we'd like to connect with you.Our well established, high performing team is currently looking for a Support Advisor.
This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team.
If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years.
At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.Responsibilities:Learn and understand the entire operation of Endeavor Financial GroupParticipate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industryMeet with new and existing clients to build a book of business and grow relationshipsSolicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contractsPosition products, services, and strategies to help clients gain financial clarityBuild 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 communityFinalize, submit, and track all client paperwork for account and application changesCollaborate with Lead Advisor on complex scenariosSchedule, prep, and document all your client meetingsAdditional responsibilities may be assigned in accordance with business needsCharacteristics:Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team playerMotivated by helping others and relationship-orientedA natural coach or guide with strong interpersonal skillsPassionate about living a life of generosity by serving others, not just selling productsCompensation:$50,000 - $80,000 plus the opportunity for commissionsPosition Requirements:Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)Life, Health, and Annuities registration requiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learnAbility to maintain integrity of sensitive/confidential informationThrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call and request Human Resources.
Financial Professional - Team Sponsored Launch - Endeavor Financial Group in napoleon at Unknown Company
This position is listed as contract and onsite.