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Financial Advisor -Financial Advisor - Inland Empire

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, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.As a Thrivent Financial advisor, you will:• Build a financial practice guiding Christians 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—as you build your business.Desired CharacteristicsOur 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. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:• 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.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.Requirements• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.• Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.Compensation and BenefitsYou’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:• Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.• Medical, dental, vision, disability and accidental death and dismemberment insurance.• Pension, 401(k) and retiree medical plans.• Ongoing support, training and opportunity for professional growth as you build your business.• Well-being programs to help you manage your physical, emotional and financial health.• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.• Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.About ThriventThrivent 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 we’re 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 FINRA’s 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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What You Should Know About Financial Advisor -Financial Advisor - Inland Empire, Thrivent

Looking for an exciting and rewarding career as a Financial Advisor? Thrivent in San Bernardino, CA, is your perfect match! Here at Thrivent, we focus on providing expert financial advice that resonates with the clients' values and lifestyle. As a Financial Advisor, you'll be instrumental in guiding individuals on their journeys toward financial clarity while making a meaningful impact on their lives. You'll leverage Thrivent’s well-respected reputation to build a financial practice that supports the Christian community through individualized advice and services. The role includes helping clients discover Thrivent products that suit their needs and nurturing long-lasting relationships built on trust and understanding. With our extensive training and support of up to 14 weeks, your transition into this role will be smooth and comprehensive. You'll enjoy the flexibility of managing your schedule, allowing for a healthy work-life balance. Plus, your earning potential is limitless, as your income is affected by your commission and incentives tied to your unique success. At Thrivent, we appreciate the diversity of backgrounds, so whether you're in education, hospitality, or even military service, we believe your skills can shine here. Join us, where your commitment to helping others and living a life of generosity can flourish!

Frequently Asked Questions (FAQs) for Financial Advisor -Financial Advisor - Inland Empire Role at Thrivent
What qualifications are needed to become a Financial Advisor at Thrivent in San Bernardino?

To become a Financial Advisor at Thrivent in San Bernardino, CA, candidates should possess at least a Bachelor's degree or have equivalent experience. Additionally, obtaining necessary licenses such as FINRA SIE, life, and health licenses are crucial before contracting. The ideal candidate also demonstrates a commitment to ethical service and community involvement.

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What does a Financial Advisor at Thrivent do on a daily basis?

A Financial Advisor at Thrivent in San Bernardino guides clients through financial planning tailored to their needs, focusing on actionable recommendations. Daily responsibilities may include client meetings, managing investment products, delivering financial workshops, and building long-term client relationships based on trust and understanding.

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What kind of training can a new Financial Advisor expect at Thrivent?

New Financial Advisors at Thrivent can expect comprehensive training lasting up to 14 weeks. This includes practical support in obtaining necessary state insurance licenses and completing Thrivent's extensive advisor onboarding program, equipping them with the knowledge and skills to succeed in their practice.

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How does income work for Financial Advisors at Thrivent?

Financial Advisors at Thrivent have significant control over their income, which is primarily commission-based and supplemented by bonuses and incentives. This structure allows advisors to increase their earnings based on personal performance and the success of their client relationships.

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What makes Thrivent a different type of financial services firm?

Thrivent stands out from other financial services firms by putting generosity at the forefront of its mission. At Thrivent, the focus is not solely on selling products but rather on providing purpose-driven financial advice that empowers individuals to make a positive impact in their communities.

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Common Interview Questions for Financial Advisor -Financial Advisor - Inland Empire
What motivated you to apply for the Financial Advisor position at Thrivent?

When responding, consider expressing your passion for helping others achieve their financial goals and how Thrivent’s mission resonates with your values. Highlight your interest in working within the community and your desire to make a meaningful impact.

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Can you describe a time when you helped someone understand a complex financial concept?

Provide a specific example showcasing your ability to simplify complex financial topics. Focus on your communication skills and empathy, explaining how you tailored your approach to ensure understanding.

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How do you plan to build relationships with clients as a Financial Advisor?

Discuss strategies for relationship building, such as regular communication, understanding client needs, and delivering personalized service. Emphasize the importance of trust and transparency in your client interactions.

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What do you believe is the biggest challenge for a Financial Advisor?

Acknowledge the challenge of client acquisition and retention. Explain how understanding client needs and providing personalized service can help overcome these challenges while reflecting Thrivent's mission.

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Why is living a life of generosity important to you?

This question allows you to highlight your personal values. Discuss specific examples of how generosity has shaped your life and how it aligns with Thrivent’s philosophy of service, reinforcing your fit for the role.

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What skills do you think are essential for success as a Financial Advisor at Thrivent?

Mention interpersonal skills, self-discipline, financial knowledge, and the ability to coach and guide clients. Emphasize the importance of adaptability and ongoing learning in a rapidly changing financial landscape.

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How would you approach a client who is reluctant to invest?

Explain your approach to fostering open conversations. Focus on educating the client about their concerns, building trust, and illustrating the potential benefits of investing while respecting their comfort level.

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Can you provide an example of a goal you set and how you achieved it?

Answering this question involves sharing a specific incident that demonstrates your goal-setting and achievement process. Highlight metrics or results to show your success in reaching that goal.

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What approach would you take to network within your community?

Discuss strategies such as attending local events, engaging with community organizations, and leveraging social media. Highlight your commitment to fostering relationships and understanding community dynamics.

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How would you stay updated on financial trends and regulations?

Mention specific resources such as webinars, financial publications, professional development courses, and networking with industry peers. Highlight your commitment to ongoing education as vital for delivering informed advice.

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At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve bee...

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