Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA
$75k - $90kThrivent Financial
Team-Based Financial AdvisorMeaningful work. Rewarding career.Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in Bellevue, WA. We are growing and adding a team-based financial advisor to our team. At Legacy Wealth Consultants, we provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that.This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.Licensing and TrainingOver your first 8 to 13 weeks, you’ll study for and obtain necessary licenses (varies by individual situation), which may include:Resident state Life, Health and AnnuitySecurities Industry Essentials (SIE)Series 6 and 63, 7 and 66, or 7, 63 and 65.After completing licensing, you may enroll in a comprehensive 6-week training program.What you can expectAfter 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. Typical activities include:Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity.Building a strong personal network through local nonprofits, churches and businesses for future growth.Developing skills and best practices to be a successful financial advisor.Desired CharacteristicsOur culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:Self-motivated with a strong sense of ownership and accountability for delivering resultsProactive problem-solver who thrives with minimal supervisionStrong self-starter mindset with the ability to prioritize and manage multiple tasksAbility to foster relationships with existing and new clients/membersStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationRequirementsBachelor’s degree or equivalent experience. Military veterans are encouraged to apply.Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.Compensation and BenefitsCompensation is $75,000-$90,000 (combination base revenue package plus upside potential through commission). Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.You’ll also be eligible for Thrivent’s industry-leading benefits:Medical, dental and vision insurance.Disability, accidental death and dismemberment insurance.401(k) and pension opportunities.Ongoing support, training and opportunities for professional growth.Well-being programs to help you manager your physical, emotional and financial health.Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.Membership programs that help you engage with clients to make a real impact in your community.About ThriventThrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to View email address on click.appcast.io or call View phone number on click.appcast.io and request Human Resources.To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to View email address on click.appcast.io or call View phone number on click.appcast.io and request Human Resources. #J-18808-Ljbffr Thrivent Financial
$75k - $90k
Thrivent Financial seeks a Team-Based Financial Advisor in Bellevue, WA. In this role, you'll provide financial advice while working under experienced mentors, with the potential for income stability and partnership. The ideal candidate should be self-motivated, capable...Suggested$70k - $105k
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Join to apply for the Associate Financial Advisor - Ascend... ...requests from advisory team Send appointment follow-up thank... ...and support peers Compensation Base salary ranging from $70,000 to $...SuggestedFull timeWork at officeLocal area$60k - $80k
...an impact providing expert financial advice with heart. Thrivent... ...well-being through purpose-based advice, investments, insurance... ...banking and generosity.The Team-Based Financial Advisor is a Financial Advisor that... ...in Spokane and Wenatchee, WA. We are growing and adding...SuggestedBase plus commissionFull timeWork at officeLocal areaMonday to Friday$75k - $90k
Thrivent in Bellevue is looking for a Financial Advisor to provide personalized financial guidance. This position allows you to learn alongside experienced advisors while building a client base after licensing and training. The role requires a Bachelor’s degree and ideal...Suggested$113.92k - $142.4k
...with ChemPoint! Be part of our team that is transforming the... ...using knowledge of the customer-base and industry to plan monthly/... ...Suite, with strong Excel skills Consultative selling skills Exhibits some... ...: This is a hybrid role in Bellevue, WA or The Woodlands, TX, but we...SuggestedWork experience placement$88k - $150k
...creators with complex financial lives, delivering... ...investments, planning, and legacy considerations with... ...experienced Family Advisor to join our advisory team and work closely... ...$88,000 - $150,000 base salary, plus annual... ...24th St, Suite 210, Bellevue, WA 98005 Parcion Private...Full timeTemporary workWork at officeLocal areaMonday to Friday$102.14k
...titles: Senior Financial Advisor New Mexico · Wealth... ...) — Commission-Based Compensation (The... ...compensation and a team override on First-... ...the Seattle metro, Bellevue's tech corridor, Tacoma... ...Form U5 release, WA State Patrol... ...Seattle real-estate legacy planning. ~ Early...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours- ...inquiries Route questions to the right team members Support employment... ...Must be able to work 100% onsite in Bellevue, WA requiring approximately 20–25 hours per week... ...pay ~401(k) retirement plan (eligibility-based) ~ Employee discount programs ~ Opportunities...Hourly payPart timeWork at officeLocal areaDay shift
$102.14k
...licenses. Alternate Titles Financial Advisor Trainee, Seattle... ...Washington Wealth Management, Bellevue Location Seattle, WA Bellevue, WA Tacoma, WA... ...establish our Washington client base. What You’ll Do Develop... ...fit. Premium Finance team, Advanced Markets, ESI Illuminations...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours- The Financial Advisor plays a key role in delivering comprehensive, fiduciary... ..., and support internal team members while maintaining adherence... ...firm headquartered in Bellevue, WA. The firm focuses on structured... ...for an assigned client base Lead annual and periodic review...Apprenticeship
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$84k - $99k
Financial Planner (Seattle, WA or Portland, OR) Portland; Seattle Job Summary: Financial... ...is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that... ...10 lbs. #LI-Hybrid Actual base pay within this range will be...Temporary workWork at officeLocal areaHome officeMonday to Friday$10k - $49.99k
...Description Alternate titles: Financial Advisor Trainee Seattle ·... ...Wealth Management Career Bellevue Location: Seattle, WA · Bellevue, WA · Tacoma,... ...Compensation is entirely commission-based with no employer-provided... ...through the program team. Activity volume is...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$88k - $150k
...an experienced Family Advisor to join our firm. Our... ...is a highly motivated team player that exemplifies... ...individualized basis Assist Financial Planning Department... ...individually based on their experience and... ...NE 24th St, Suite 210 Bellevue, WA 98005 #J-18808-Ljbffr...Full timeTemporary workWork at office- ...firm (RIA) headquartered in West Hartford, CT with offices... ...Apella, we do meaningful financial planning with people we genuinely... ...supervision of a seasoned team of wealth advisors. You will be charged with... ...will be located on our Bellevue, WA -based team and be expected to be...Temporary workWork at officeRemote workFlexible hours
$124k
...expectation to work in our Bellevue, WA office one day a week.... ...is a leader in the financial service industry, New... ...with a development team and sales support to guide... ...becoming a financial advisor with Eagle Strategies... ...income with our commission-based compensation. The...Contract workWork at officeRemote work1 day per week$80k - $90k
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- Apella Wealth is seeking a Financial Planning Associate in Bellevue, WA, to support client relationships while collaborating with seasoned advisors. This role focuses on holistic financial advisement... ...training and be part of a dedicated team that prioritizes client service and...
- Theresa Nguyen - State Farm Agent in Bellevue, WA seeks a State Farm Agent Team Member to provide exceptional insurance and financial services. Candidates will engage in value-based conversations with customers, educate them on various options, and meet established marketing...
$10k - $49.99k
Alternate titles: Financial Advisor Trainee Seattle · Insurance Agent... ...Wealth Management Career Bellevue Location: Seattle, WA · Bellevue, WA · Tacoma, WA... ...Compensation is entirely commission-based with no employer-provided... ...through the program team. Activity volume is paired...Contract workFor contractorsTraineeshipSelf employmentWork at office$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Bellevue, WA, to help clients with financial planning. In this role, you'll grow your client base, build personalized financial plans, and manage those plans to help clients achieve their goals. This opportunity offers...For contractors$61k - $250k
Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Bellevue, WA, to provide personalized financial planning services. The role includes growing a client base, managing clients' financial plans, and offering extensive training support. Advisors...$20 - $25 per hour
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- WealthBridge Financial Group is seeking motivated individuals in Seattle, WA, to join as Financial Advisor Trainees. This independent contractor role offers comprehensive training and commission-based compensation without prior financial experience necessary. Develop financial...For contractorsTraineeship
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