Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group

Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group

Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group

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San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow and support a full-time Financial Professional. By joining our existing team, you can leverage the diverse skill sets of veteran financial services advisors and professionals to serve more clients and accelerate your career. In this role, training and support will come directly from our practice, with a six-week initial onboarding provided by Thrivent. If you have a heart for support and a passion for helping others reach their financial goals, wed like to connect with you.

Position Summary:

Our well established, high performing team is currently looking for a Financial Advisor Team Support Launch. This position provides support to the San Francisco Peninsula Group existing client base. It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned.

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! Industry experience is optimal. 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 and the ability to focus on learning and development rather than production. You will 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 San Francisco Peninsula Group.

Responsibilities:

• Learn and understand the entire operation of San Francisco Peninsula Group
• Participate in Joint Fieldwork with San Francisco Peninsula Group 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

Characteristics:

Our culture and people are special. Were looking for people who areor want to becomepart of the communities where our clients live, work and worship. Whether youre just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:

• Self-motivated, independent, and driven to succeed
• Motivated by helping others
• A natural coach or guide with strong interpersonal skills
• Passionate about living a life of generosity by serving others, not just selling products

Benefits provided by Thrivent, a Fortune 500 organization.

• Medical, dental, vision, disability and accidental death and dismemberment insurance
• Pension, 401(k) and retiree medical plans

Position Requirements:

• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health and Annuities registration required

As part of San Francisco Peninsula Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

About Thrivent

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 $179 billion in assets under management/advisement (as of 12/31/23). 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 values diversity and inclusion, and were committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRAs Broker Check for more information about our financial advisors.

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 or call 800-847-4836 and request Human Resources.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Project Management, and Customer Service

• Industries

  Financial Services and Non-profit Organizations

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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