Team Based Financial Advisor - Mississippi Valley Associates

Location: IA – DeWitt

Why Join Thrivent

Thrivent is more than a financial services organization—it's a mission-driven, not-for-profit financial advisor company dedicated to helping people build financial futures rooted in faith, community, and purpose. As a Team Based Financial Advisor with the Mississippi Valley Associates in DeWitt, IA, you'll join a supportive team environment where experienced advisors mentor and sponsor your launch into a rewarding career. Our team-sponsored model offers stability, joint fieldwork opportunities, and accelerated business growth, allowing you to focus on client relationships and professional development rather than immediate production pressures.

At Thrivent, we empower financial advisors to serve clients in meaningful ways, fostering lives full of gratitude and generosity. Whether you're a career changer, first-time professional, or seasoned industry expert, this role provides a structured path to success. Leverage diverse skill sets from our experienced team to serve more clients, build lasting networks in local communities, churches, and nonprofits, and achieve work-life balance in the heart of Iowa. Join us to make a difference while growing your business in a values-based culture that prioritizes people over profits.

Role Description

The Team-Sponsored Launch position is designed for passionate individuals ready to launch or transition into a financial advising career. You'll benefit from direct support, including joint fieldwork and mentorship from veteran advisors, providing income stability during your ramp-up phase. This model accommodates various backgrounds and timelines, with the goal of transitioning to a full traditional financial advisor role within 3 months to 3 years.

Licensing and training are fully supported: Obtain essential credentials like Resident State Life, Health and Annuity licenses, Securities Industry Essentials (SIE), and Series 6/63 or 7/66 (or 7/63 and 65) over 8-13 weeks. Follow with up to 8 weeks of comprehensive training to equip you for client success.

Post-training, build your book of business through genuine relationship-building, empowering clients with informed decisions on investments, insurance, retirement, and education planning. Thrive in DeWitt, IA, where community ties run deep, and your impact resonates locally.

Detailed Responsibilities

• Meet with potential clients to cultivate long-term relationships based on shared values, goals, and faith-inspired principles.
• Guide clients in making knowledgeable financial decisions across education funding, investment strategies, insurance solutions, and retirement planning.
• Expand your professional network through engagement with local nonprofits, churches, businesses, and community events in DeWitt and surrounding Iowa areas.
• Participate in joint fieldwork and support activities with sponsoring team members to accelerate learning and client acquisition.
• Develop and refine best practices as a financial advisor, focusing on holistic financial planning and client empowerment.
• Conduct seminars, workshops, and one-on-one consultations to educate clients on financial wellness.
• Utilize Thrivent's proprietary tools and resources to analyze client needs and recommend tailored solutions.
• Track progress toward team integration, aiming for independent advisory status within the specified timeline.

Required Skills

Success as a Team Based Financial Advisor demands a blend of interpersonal prowess, financial acumen, and a service-oriented mindset. Key skills include:

• Exceptional interpersonal and relationship-building skills
• Strong communication and presentation abilities
• Sales and business development expertise
• Financial planning and analysis proficiency
• Networking and community engagement
• Self-discipline and independent drive
• Coaching and client guidance
• Problem-solving and decision-making
• Adaptability to training and licensing processes
• Passion for generosity and values-based advising

Education & Experience

No specific degree required—Thrivent values diverse backgrounds. Ideal candidates include career changers from sales, business management, education, ministry, hospitality, military, or related fields. Prior financial experience is a plus but not mandatory; our program supports newcomers. Must be self-motivated, community-oriented, and committed to obtaining required licenses. Successful advisors thrive on helping others achieve goals through genuine service, not just product sales.

Compensation Overview

Earn a competitive base salary plus uncapped commissions, bonuses, and incentives tied to performance and client growth. Thrivent offers a team-sponsored income stability during launch, transitioning to a lucrative advisor model with potential for six-figure earnings as your practice expands.

Benefits

Thrivent provides comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, professional development stipends, licensing support, and exclusive access to financial planning tools. Enjoy work-life harmony, community involvement opportunities, and a culture of gratitude. As a mission-driven leader in financial advising, we invest in your success holistically.

Thrivent is an equal opportunity employer. Apply today to transform lives in DeWitt, IA!