Team Based Financial Advisor - Northbound Group

Location: Escanaba, Michigan

Why Join Thrivent

Thrivent is more than a financial services organization—it's a mission-driven company rooted in faith, community, and purposeful advice. As a Team-Based Financial Advisor with Northbound Group, an independent financial services practice of Thrivent in Escanaba, MI, you'll embark on meaningful work that makes a real impact. Our collaborative team environment surrounds you with experienced financial advisors and experts, providing mentorship through joint fieldwork, coaching, and hands-on training. Whether you're launching your first career in finance, transitioning from another industry, or advancing within financial services, this role offers income stability, professional development, and the pathway to partnership in our growing practice.

Northbound Group serves a diverse demographic of clients in Escanaba and surrounding areas, focusing on holistic financial planning to help individuals and families achieve their goals. With minimal travel required, you'll build deep community roots while growing your career in a supportive, full-time position. Join Thrivent's legacy of financial clarity with heart, where rewarding careers meet purpose-driven impact.

Role Description

The Team-Based Financial Advisor role is designed as a launchpad for success, emphasizing learning and development over immediate production pressures. You'll work closely with Lead Advisors to receive personalized mentorship, participate in joint client fieldwork, and master the financial advising craft. Over your first 8-13 weeks, Thrivent supports you in obtaining essential licenses, followed by a comprehensive 6-week training program. Post-training, you'll build your book of business, aiming to transition into a traditional Financial Advisor role within the sponsoring team.

This position is ideal for career starters, changers, or industry professionals seeking a collaborative platform to hone skills in a stable environment. Experience the perfect blend of structured growth and client-focused service in Escanaba, Michigan's vibrant financial services landscape.

Licensing and Training

Thrivent invests in your success from day one:

• Resident state Life, Health, and Annuity licenses
• Securities Industry Essentials (SIE)
• Series 6 and 63, 7 and 66, or 7, 63, and 65 (based on your situation)

After licensing, dive into a robust 6-week training program equipping you with tools, strategies, and confidence to serve clients effectively.

Detailed Responsibilities

Your day-to-day will immerse you in the full spectrum of financial advising:

• Learn the entire operation of the Northbound Group practice, from client onboarding to portfolio management.
• Participate in joint fieldwork with Lead Advisors to build expertise and adopt industry best practices.
• Meet with new and existing clients to cultivate relationships and construct a robust book of business.
• Solicit and sell suitable financial products, process applications, draft recommendations, and service client contracts.
• Position Thrivent products, services, and strategies to deliver financial clarity and goal achievement.
• Develop proficiency in key tools like Salesforce, MoneyGuidePro, What-If Tax, and other advisory platforms.
• Engage in community events to attract prospects and deliver financial education workshops.
• Research and respond promptly to client inquiries with accurate, empathetic solutions.
• Collaborate with Lead Advisors on complex financial scenarios and planning.
• Schedule, prepare for, and meticulously document all client meetings for compliance and continuity.
• Contribute to practice growth initiatives, including marketing and client retention strategies.

These responsibilities evolve as you gain experience, positioning you for leadership and partnership.

Required Skills

Thrive in this role with these core competencies:

• Strong interpersonal and relationship-building skills
• Excellent communication, both verbal and written
• Analytical mindset for financial planning and problem-solving
• Adaptability and eagerness to learn in a team setting
• Client-focused approach with empathy and integrity
• Proficiency in financial software and digital tools
• Organizational skills for managing meetings and documentation
• Sales acumen for product positioning and client acquisition

Education & Experience

• Bachelor's degree preferred, or equivalent experience in finance, business, or related fields.
• Prior financial services experience is a plus but not required—ideal for entry-level candidates, career changers, or seasoned professionals.
• Commitment to obtaining required licenses within the first 8-13 weeks.
• Michigan residency or willingness to relocate to Escanaba area.
• Clean background check and adherence to FINRA/SEC regulations.

Compensation Overview

Earn competitively with a base salary plus incentives tailored to your growth. Total compensation reflects performance, book-building progress, and team contributions.

Benefits

Thrivent offers comprehensive perks:

• Competitive base salary with commission and bonus potential
• Health, dental, vision, and life insurance
• 401(k) with generous employer match
• Paid licensing, training, and continuing education
• Professional development stipends
• Generous PTO and paid holidays
• Community involvement opportunities
• Retirement planning resources

Ready to build a thriving career? Apply now to join Northbound Group at Thrivent in Escanaba, MI. Together, we're creating financial futures with purpose.