Financial Advisor

Full Time

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:

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.

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