Team Sponsored Launch

Thrivent

Team-Based Financial Advisor at North Point Financial Advisors mentoring clients through financial planning. Collaborating with experienced advisors while building a book of business in a supportive environment.

Posted 5/23/2026full-timeJohns Creek • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Learn and understand the entire operation of practice.
Participate in Joint Fieldwork to build expertise and learn best-practices within the industry.
Meet with new and existing clients to build a book of business and grow relationships.
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts.
Position products, services, and strategies to help clients gain financial clarity.
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community.
Research and respond to client inquiries.
Collaborate with Lead Advisor on complex scenarios.
Schedule, prep, and document all your client meetings.
Other responsibilities as assigned by the Lead Advisor.

Requirements

What you’ll need

Bachelor’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.
Strong 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 interruptions.
Ability to maintain integrity of sensitive/confidential information.

Benefits

Comp & perks

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.
Membership programs that help you engage with clients to make a real impact in your community.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial productsclient relationship managementsales techniquesfinancial educationapplication writingrecommendation writingresearch skillsdocumentation skillssensitive information handling

Soft Skills

interpersonal skillscommunication skillsorganizational skillsability to multitaskintegritycollaborationclient service orientation

Certifications

Bachelor's degreesecurities registrationinsurance licensing