Associate Financial Planner Jobs in Rochester, MN

Summary

Meaningful work. Rewarding career.
Are you ready to grow your career within a well-established and thriving financial team? As an Associate Financial Advisor at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for an advisor who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients' lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.

Job Description

Position Summary

As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Emerald Financial Group including:

• Build a financial practice guiding clients on their journeys to financial clarity, empowering lives of service and faith.

• Providepersonal,actionableand achievableadviceand connectclientsto Thriventproducts andprograms.

• Developandmaintaingenuine, long-term relationshipsthroughout generationsbased ontrust andunderstanding, with the ability to serve clients in your chosen community.

• Makeclientappointments byleveragingyour networkand Thrivent's reputation,delivering award-winning financialworkshopsand marketing your practice.

• Have the flexibility to controlyour schedule, allowing for work-life balance.

• Find acollaborative culture with colleagues who want you to be successful and are willing tohelp you doso.

• Getthesupportofspecialists from everyfacetof the organization-such asbusiness development,marketing,technology, engagement, and experienced advisors

You will be employed/contracted by Emerald Financial Group.

Desired Characteristics

Our culture - and our people - are what make us special. We're looking for individuals who are, or aspire to be, deeply connected to the communities where our clients live, work, and worship. We believe in generosity and in giving back. In this role, you'll inspire and support clients in contributing to nonprofits and their communities, while also having opportunities to give back yourself. Our ideal candidate is:

• Self-disciplined,independentand driven to succeed.
• Motivated by helping othersand seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others.
• Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skillsacquiredin these fields transition well into the financial advisor role.

Primary Responsibilities

• Drive business growth by expanding the client base and increasing assets under management.
• Maintain accountability for personal revenue goals.
• Ensure adherence to all regulatory, compliance, and ethical standards.
• Provide comprehensive financial planning and investment guidance to prospective and existing clients.
• Communicate complex financial strategies clearly and effectively.
• Oversee trade execution, insurance analysis, suitability review, and client account changes with accuracy and care.
• Maintain required licenses, certifications, and continuing education.
• Represent the firm through client meetings, seminars, community engagement, and business development activities.

Requirements

• Bachelor's degree in finance, economics, business, or a related field preferred or equivalent work experience.
• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

Here,you'llenjoy:

• Base salary is tied to recurring revenue from your book of business, with additional revenue sharing on first-year commissions and advisory fees. $75,000 - $150,000 annually dependent upon licensure and experience.
• Medical, dental, and vision available.
• Employer paid life insurance, short-term disability, and long-term disability.

• 401(k) with company match.

• Personal time off.
• 7 Paid holidays.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering 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 $194 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.

To learn more about the privacy of your information, visit ourworkforce 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.