Job Details

Associate Financial Advisor

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, we make an impact in the lives of the people we serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Lakeview Financial Group is an independent financial services practice of Thrivent in Coeur d'Alene, ID. We are growing and adding an Associate Financial Advisor to our team. At Lakeview Financial Group, we provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that. This is a full-time role that is hybrid. The office location is in: Coeur d'Alene, Idaho. This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

Associate Financial Advisor

As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Lakeview Financial Group, including:

• Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
• Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.
• Building a strong personal network through local nonprofits, churches and businesses for future growth.
• Developing skills and best practices to be a successful financial advisor.

You will be employed/contracted by Lakeview Financial Group.

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. 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, not just selling products.

Requirements

+ Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration. If not currently licensed, candidates should be willing to do so within 120 days of hire/contract.

+ 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

Base salary ranging from $40,000 to $50,000, depending on experience, with additional performance-based incentive compensation.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent 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 ...@thrivent.com or call 800-###-#### and request Human Resources.