Team Based Financial Advisor - Financial Synergy

Location: Pittsburgh, Pennsylvania

Why Join Thrivent

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.

Joining Thrivent means becoming part of a values-driven organization committed to financial clarity and community impact. In Pittsburgh, Pennsylvania, our Team Based Financial Advisor - Financial Synergy role offers a unique entry point into the financial advising world, leveraging team support to accelerate your professional growth. Whether you're a career changer, recent graduate, or industry professional, Thrivent provides the tools, mentorship, and stability to thrive in financial services.

Role Description

Our Team Based Financial Advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors.

The Team-Based Financial Advisor position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.

Licensing and Training

Candidates in the Team-Based Financial Advisor model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations). These licenses include:

• Resident state Life, Health and Annuity
• Securities Industry Essentials
• Series 6/63 or 7/66 (7/63 and 65).

After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks. Thrivent invests heavily in your success, providing paid training, coaching, and ongoing mentorship to ensure you're equipped to deliver exceptional financial advice.

Detailed Responsibilities

After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include:

• Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
• Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
• Building a strong personal network through local nonprofits, churches, businesses, and community organizations in Pittsburgh.
• Conducting financial planning consultations, analyzing client needs, and recommending personalized solutions.
• Collaborating with team members on joint client meetings and fieldwork to gain hands-on experience.
• Participating in team prospecting events, seminars, and workshops to generate leads.
• Staying current on financial markets, products, and regulatory changes to provide informed advice.
• Documenting client interactions and maintaining compliance with all industry standards.

Required Skills

To succeed as a Team Based Financial Advisor at Thrivent in Pittsburgh, you need a blend of interpersonal, analytical, and business development skills. Key skills include:

• Exceptional relationship-building and communication abilities
• Strong understanding of financial products like investments, insurance, and retirement planning
• Networking prowess in community and faith-based organizations
• Analytical mindset for financial planning and risk assessment
• Sales acumen to identify client needs and close opportunities
• Adaptability and eagerness to learn in a team environment
• Proficiency in financial software and CRM tools
• Ethical decision-making aligned with client-first values
• Time management to balance client meetings, training, and prospecting
• Resilience and growth mindset for long-term career development

Education & Experience

• Bachelor’s degree preferred in finance, business, or related field
• Prior experience in sales, customer service, or financial services is a plus but not required
• Willingness to obtain required licenses (Thrivent provides full support)
• Passion for helping others achieve financial security
• Local ties to Pittsburgh community preferred for networking

Compensation Overview

This role offers a competitive base salary during training, transitioning to commission-based earnings with uncapped potential. In Pittsburgh, expect strong income growth as you build your practice.

Benefits

Thrivent provides comprehensive benefits including health insurance, 401(k) matching, paid time off, professional development stipends, and more. Enjoy the stability of a Fortune 500 company with the flexibility of entrepreneurial ownership.

Join Thrivent's Financial Synergy team in Pittsburgh today and start your rewarding career in financial advising!