Associate - Harbor Financial Group - Gig Harbor, WA

Location: Gig Harbor, Washington (Hybrid Role)

Why Join Thrivent?

Discover meaningful work and a rewarding career at Thrivent, a unique financial services firm that places generosity at the heart of saving, investing, and financial planning. As a Fortune 500 leader, Thrivent empowers its associates to make a profound impact on clients' lives by helping them build, grow, and protect their financial well-being through purpose-based advice, investments, insurance, banking, and generosity programs.

Joining Thrivent means accessing unparalleled support, stability, and growth opportunities. We invest in your success with up to 14 weeks of paid training and coaching to help you obtain essential state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and our comprehensive advisor onboarding program. After onboarding, you'll have the autonomy to control your income through commissions and incentives tied directly to your achievements.

At Thrivent, you're not just building a career—you're part of a values-driven team that prioritizes community, integrity, and long-term client relationships. Work in the vibrant Gig Harbor, WA community with Harbor Financial Group, where hybrid flexibility allows remote work with periodic in-office collaboration to foster team synergy and business success.

Role Description

As an Associate with Harbor Financial Group in Gig Harbor, WA, you'll thrive in a collaborative environment, learning from seasoned financial advisors and experts. This entry-level position offers stable income, focused learning, and mentorship, paving the way to partnership in the practice. Embrace a hybrid work model: primarily remote with occasional in-office presence for team meetings, client interactions, and strategic planning based on business needs.

Your journey begins with 2-3 months of dedicated licensing preparation, followed by up to eight weeks of immersive training. Within three months to three years, transition to a full Financial Advisor role, building your own book of business while serving clients with empathy and expertise.

Detailed Responsibilities

• Meet with potential clients to forge genuine, long-term relationships grounded in shared values, goals, and financial aspirations.
• Educate and empower clients on informed financial decisions spanning investments, insurance, retirement planning, and generosity initiatives.
• Build and nurture a robust personal network through engagement with local nonprofits, churches, businesses, and community events in Gig Harbor and surrounding areas.
• Support senior advisors in client meetings, portfolio reviews, and financial plan development under mentorship.
• Conduct financial needs assessments, recommend tailored solutions, and follow up to ensure client satisfaction and goal achievement.
• Participate in team huddles, training sessions, and business development activities to grow Harbor Financial Group's presence.
• Leverage Thrivent's digital tools for virtual consultations, data analysis, and compliance tracking.
• Contribute to practice growth by prospecting, referral generation, and community outreach events.

Required Skills

Thrive in this role with these essential skills:

• Exceptional interpersonal and relationship-building abilities
• Strong communication and presentation skills
• Analytical mindset for financial data interpretation
• Sales acumen and client-focused persuasion
• Adaptability in a hybrid work environment
• Commitment to ethical practices and values alignment
• Organizational skills for managing client portfolios
• Tech-savviness with CRM and financial software
• Proactive networking and community engagement
• Resilience and growth mindset for professional development

Education & Experience

Preferred Qualifications:

• Bachelor's degree in finance, business, economics, or a related field.
• Prior experience in sales, customer service, or financial services is a plus but not required—ideal for motivated career starters.
• Willingness to obtain required licenses: State Life, Health & Annuity; Securities Industry Essentials (SIE); Series 6 & 63 or Series 7 & 66.
• Demonstrated alignment with Thrivent's Christian heritage and commitment to serving others.
• Reside in or near Gig Harbor, WA, for hybrid role requirements.

Compensation Overview

Enjoy competitive base salary during training and onboarding, transitioning to a commission-based structure with uncapped earning potential. Base pay reflects Gig Harbor's market rates, supplemented by performance incentives, bonuses, and trails.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision insurance; 401(k) matching; paid time off; professional development stipends; and exclusive access to Thrivent's financial wellness programs. Additional perks: generous parental leave, wellness reimbursements, and community volunteer paid time off.

Thrivent is an Equal Opportunity Employer. Apply today to start your impactful career in financial advising at Harbor Financial Group in Gig Harbor, WA!