Financial Advisor - North Central Florida Group - Tallahassee, FL

Join Thrivent's North Central Florida Group, an established financial services practice in Gainesville and Tallahassee, FL, as a full-time Financial Advisor. Leverage the expertise of our high-performing team to accelerate your career while helping clients achieve financial clarity and security. If you have a passion for financial planning, business development, and community service, this role offers unparalleled training, mentorship, and growth opportunities.

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a mission-driven, faith-based company dedicated to helping people build strong financial futures while strengthening their communities. As a Fortune 500 company, Thrivent combines the stability of a large institution with the personalized approach of a local practice. Our North Central Florida Group, serving Gainesville and Tallahassee, has built a reputation for excellence in financial advising, insurance, and investment services.

By joining our team, you'll benefit from:

• Comprehensive Onboarding: Six-week initial training provided by Thrivent, plus ongoing support from our experienced advisors.
• Mentorship & Collaboration: Work alongside seasoned professionals who share diverse skill sets, joint fieldwork, and best practices.
• Community Impact: Participate in local events to provide financial education and attract new clients, aligning with Thrivent's values of generosity and purpose.
• Career Acceleration: Unlimited earning potential through commissions, bonuses, and business growth in the thriving Tallahassee market.

North Central Florida Group is expanding to serve more families and businesses in Tallahassee, FL. This is your chance to grow professionally and financially in a supportive, values-driven environment.

Role Description

As a Financial Advisor with North Central Florida Group in Tallahassee, FL, you'll support our established client base while building your own book of business. This dynamic role combines client relationship management, product sales, financial planning, and administrative support. You'll utilize Thrivent's cutting-edge tools like Salesforce, Money Guide Pro, and What-If Tax to deliver personalized advice.

Key aspects include handling client inquiries, researching account issues, collaborating on complex scenarios, and participating in joint fieldwork. Ideal for self-starters with high energy, this position offers mentorship from lead advisors and direct involvement in daily operations. Whether you're new to the industry or experienced, our practice provides the resources to succeed in financial services.

Detailed Responsibilities

• Learn and master the full operations of North Central Florida Group, including Thrivent systems and client management processes.
• Participate in joint fieldwork with senior advisors to gain hands-on expertise and industry best practices.
• Meet with new and existing clients to build relationships, grow your book of business, and provide tailored financial guidance.
• Solicit and sell appropriate financial products, complete applications, write recommendations, and service client contracts.
• Position Thrivent products, services, and strategies to help clients achieve financial clarity and long-term goals.
• Build proficiency in key tools like Salesforce, Money Guide Pro, What-If Tax, and other advice platforms.
• Participate in community events to attract new clients and deliver financial education workshops.
• Research and respond promptly to client inquiries about accounts, investments, and insurance.
• Collaborate with the Lead Advisor on complex financial scenarios and planning strategies.
• Schedule, prepare for, and document all client meetings to ensure seamless follow-up and compliance.

Required Skills

We're seeking outgoing, service-oriented individuals who thrive in a team setting. Key characteristics include being a self-starter, high-energy, focused, and hardworking. An aptitude for business development and a heart for helping others are essential.

Education & Experience

• Bachelor's degree in finance, business, or related field preferred.
• FINRA Series 7 and 66 (or 63/65) licenses required (or willingness to obtain).
• Life and Health insurance licenses preferred.
• 1-3 years in financial services, sales, or client-facing roles optimal but not required.
• Strong understanding of financial planning principles.

Compensation Overview

Earn a competitive base salary plus uncapped commissions, bonuses, and incentives tied to performance and client growth. Total first-year earnings potential exceeds $100K for top performers.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, professional development, licensing support, and more. Enjoy a flexible schedule, community involvement opportunities, and a collaborative culture that prioritizes work-life balance.

Apply today to join Thrivent's North Central Florida Group in Tallahassee, FL, and make a meaningful impact as a Financial Advisor!