Financial Advisor

About Thrive: Thrive Wealth Management, LLC is an independent comprehensive financial planning firm.

Position Summary: We are a rapidly growing firm seeking a full time Financial Advisor responsible acquiring new clients and servicing their needs. The focus of the position is sales and servicing high net worth clients. 

About the job | What you'll be doing: 

• Marketing/Selling yourself as a financial planning professional and the Thrive Story.
• Lead and organize the technical tasks and workflow for the iThrive Life Planning Process™
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications| What we're looking for:

• Be an extrovert comfortable selling yourself and Thrive Wealth.
• Have a proven sales track record.
• Must demonstrate core Thrive Wealth Management values of trust, teamwork and accountability.
• Must have a passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Display well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.
• Be a “Big Picture” thinker 
• Bachelor degree with at least five years experience working in the financial services industry.
• Have already obtained or interested in obtaining the CFP® designation.

Our Goals for the Person in this Position: We want to:

• Reward EXCEPTIONAL behavior.
• Provide premium compensation relative to other independent, planning focused firms.
• Provide an opportunity and the environment necessary for professional growth that will ensure long term success in our industry.
• Provide opportunities for continuing education. 

Skills:

• Proficiency with Microsoft Office Products is required. Familiarity with Redtail CRM, Orion, Money Guide Pro, and Kwanti preferred.

Compensation:

• Revenue sharing based on production, opportunity for bonus, and comprehensive benefits.

To Apply: 

• Please send your resume and a brief explanation on why you feel you are a good fit for this position to:

Stephen Erfle | Managing Partner | steve@thrivewealth.com