Team-Based Financial Advisor - Riverfront Legacy

Location: Spokane, Washington

Why Join Thrivent

Thrivent is more than a financial services organization—it's a mission-driven, not-for-profit financial services powerhouse dedicated to helping people achieve financial clarity and live generous lives. As a Team-Based Financial Advisor with the Riverfront Legacy team in Spokane, Washington, you'll embark on meaningful work in a rewarding career that combines financial expertise with heartfelt advice. Our fraternal benefit society model sets us apart, fostering a culture of community involvement, ethical guidance, and long-term client relationships.

Join a supportive team environment where experienced Lead Advisors mentor you through joint fieldwork, providing income stability while you focus on learning and development. Whether you're a recent graduate seeking your first opportunity, a career changer from another industry, or a financial professional looking to elevate your career, Thrivent offers the platform to build your book of business and potentially become a partner in the practice. In Spokane's vibrant community, you'll make a tangible impact, helping clients navigate life's financial milestones while contributing to local causes they care about.

Thrivent's holistic approach integrates faith-based values, comprehensive financial planning, and innovative tools to empower clients. With over 2 million members and a legacy of financial strength, you'll have the backing of a Fortune 500-caliber organization committed to your professional growth.

Role Description

The Team-Based Financial Advisor role at Thrivent's Riverfront Legacy practice is designed for motivated individuals passionate about financial advising. This position provides a structured platform emphasizing learning and development over immediate production pressures. You'll work closely with seasoned Lead Advisors, receiving hands-on mentorship, coaching, and training to master the financial services landscape.

Over your first 8-13 weeks, Thrivent invests in your success by sponsoring the study and attainment of essential licenses, such as Resident State Life, Health and Annuity, Securities Industry Essentials (SIE), and Series 6/63, 7/66, or 7/63/65 (tailored to your situation). Following licensing, you'll dive into a comprehensive 6-week training program covering client service, product knowledge, compliance, and advice tools.

Post-training, you'll shadow experts in joint fieldwork, gradually building your client base with the goal of transitioning to a full traditional Financial Advisor role within the team. This Spokane-based opportunity is ideal for those eager to serve the Inland Northwest community with integrity and expertise.

Detailed Responsibilities

• Learn the full operation of the Riverfront Legacy practice, from client onboarding to portfolio management.
• Participate in joint fieldwork with Lead Advisors to gain hands-on experience and industry best practices.
• Meet with new and existing clients to cultivate relationships and build a sustainable book of business.
• Solicit and sell appropriate financial products, process applications, draft recommendations, and service client contracts.
• Position Thrivent products, services, and strategies to deliver financial clarity and goal achievement.
• Master proficiency in key platforms like Salesforce, MoneyGuidePro, What-If Tax, and other advisory tools.
• Engage in community events to attract prospects and deliver financial education workshops.
• Research and promptly respond 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.
• Support practice growth through networking in local Spokane communities where clients live, work, and worship.
• Handle other responsibilities as assigned by the Lead Advisor to ensure seamless team operations.

Required Skills

Thrivent seeks advisors who embody our values and bring technical prowess. Key desired characteristics include unyielding integrity, a client-first mindset, and a commitment to community. We're looking for individuals who thrive in collaborative settings and are driven to help others achieve financial wellness.

Education & Experience

No prior financial experience required—ideal for entry-level candidates, career changers, or industry professionals. A bachelor's degree in finance, business, or a related field is preferred but not mandatory. Strong interpersonal skills and a passion for helping people are paramount. Must be willing to obtain required licenses and commit to ongoing professional development.

Compensation Overview

Earn a competitive base salary plus performance-based incentives, with income stability during your training phase. Total compensation reflects your growth, including commissions, bonuses, and profit-sharing potential as you build your practice.

Benefits

• Comprehensive health, dental, and vision insurance with low premiums.
• 401(k) retirement plan with generous employer match.
• Paid licensing, training, and continuing education.
• Generous PTO, holidays, and flexible scheduling.
• Professional development stipends and mentorship programs.
• Thrivent Matching Gifts and volunteer time off for community service.
• Life and disability insurance, plus wellness programs.
• Access to Thrivent's proprietary tools and national marketing support.

Ready to launch your financial advising career in Spokane? Apply today to join Thrivent's Riverfront Legacy team and make a lasting impact!