Team Based Financial Advisor – Legacy West Financial Consultants - Bellevue, WA

Location: Bellevue, Washington

Why Join Thrivent?

Discover meaningful work and a rewarding career at Thrivent, where financial advice is delivered with heart and purpose. As a Team Based Financial Advisor with Legacy West Financial Consultants, an independent financial services practice of Thrivent in Bellevue, WA, you'll make a lasting impact. Surrounded by experienced financial advisors and experts, you'll build your career with the potential to become a partner in the practice. Enjoy income stability while focusing on learning, development, and client service through mentorship and joint field work.

Thrivent views money not as a goal, but as a tool for a life rich in meaning and gratitude. We believe humanity thrives when individuals maximize their potential. Legacy West Financial Consultants provides personalized financial guidance to people at all life stages. We're growing and seeking passionate individuals to join our dynamic team in Bellevue, WA – a hub for innovation and prosperity.

This role is ideal for entry-level candidates seeking their first opportunity, career changers, or seasoned financial professionals. Join a community-focused organization that aligns financial success with personal values, local nonprofits, churches, and businesses.

Role Description

As a Team Based Financial Advisor, you'll collaborate with a supportive team to deliver holistic financial planning. Over your first 8-13 weeks, you'll study for and obtain essential licenses, including Resident State Life, Health and Annuity; Securities Industry Essentials (SIE); and Series 6/63, 7/66, or 7/63/65 (varies by situation). Follow this with a comprehensive 6-week training program to build foundational skills.

Post-training, build your book of business with the goal of transitioning to a traditional financial advisor role on the sponsoring team. Focus on genuine client relationships, education, and empowerment in investments, insurance, retirement, and generosity planning.

Licensing and Training Overview

• 8-13 weeks of sponsored licensing preparation
• Key exams: Life/Health/Annuity, SIE, Series 6/63/7/66
• 6-week immersive training program
• Ongoing mentorship through joint field work

Detailed Responsibilities

Your day-to-day will emphasize client-centric activities and professional growth:

• Meet with potential clients to foster genuine, long-term relationships based on shared values and goals.
• Educate and empower clients on informed decisions for investments, insurance, retirement planning, and generosity strategies.
• Build a robust personal network via local nonprofits, churches, businesses, and community events in Bellevue, WA.
• Develop essential skills and best practices to excel as a financial advisor.
• Participate in joint field work with mentors to gain hands-on experience.
• Conduct financial needs assessments and recommend tailored solutions.
• Stay updated on financial markets, regulations, and Thrivent products.
• Collaborate with team members to deliver comprehensive advice.

Required Skills

Thrive in our special culture by embodying these traits:

• Self-motivated with strong ownership and accountability for results.
• Excellent communication and relationship-building skills.
• Passionate about helping others achieve financial clarity.
• Community-oriented, engaged in local networks.
• Adaptable learner eager for professional development.
• Analytical mindset for financial planning.
• High ethical standards and integrity.
• Tech-savvy for CRM and financial tools.

Education & Experience

Minimum Requirements:

• Bachelor's degree preferred or equivalent experience.
• No prior financial experience required – ideal for newcomers or career changers.
• Must pass required licensing exams (Thrivent-sponsored).
• Washington state residency or willingness to relocate to Bellevue area.
• Clean background check and FINRA eligibility.

Preferred: Sales, customer service, or financial services background. Commitment to Thrivent's Christian heritage and values-based approach.

Compensation Overview

Earn a competitive salary plus commissions, bonuses, and incentives. Base pay reflects Bellevue's high-cost market, with uncapped earning potential as your practice grows.

Benefits

Thrivent offers comprehensive perks:

• Health, dental, vision, and life insurance.
• 401(k) with company match.
• Paid licensing, training, and continuing education.
• Generous PTO and paid holidays.
• Professional development stipend.
• Team-building events and mentorship programs.
• Access to Thrivent's proprietary tools and resources.

Join Legacy West Financial Consultants at Thrivent today – apply now for a career in financial advising in Bellevue, WA! Be part of a team where faith, finance, and community intersect for lasting impact.