Top 141098 Excel Partners Jobs

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Enterprise Imaging Informatics Supervisor
SYSTEM West Virginia University Health System —Morgantown, WV
- Full-time
- Microsoft Excel
- Computer Science
- Hospital
Production Manager - Lighting Systems Technician
Alaska Center for the Performing Arts, Inc. —Anchorage, AK
- From $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Logistics Coordinator
Exit Technologies, Inc. —Naples, FL
- $23 - $25 an hour
- Full-time
- Background check
- Microsoft Excel
- No experience needed
- Health insurance
- 401(k)
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Senior Estimator
Harrington Industrial Plastics —Tulsa, OK
- Full-time
- ERP systems
- Data analysis skills
- Adults
- Paid jury duty
- Health savings account
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Employee Benefits Insurance Sales Producer
Wraith Scarlett & Randolph —Woodland, CA
- $60,000 - $70,000 a year
- Hybrid work
- Mid-level
- Vision insurance
Civil Engineer - Transportation
3J Consulting —Beaverton, OR
- $100,000 - $130,000 a year
- Email
- Microsoft Word
- Civil engineering
- 6 years
- Free parking
- Health savings account
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Family Law Associate Attorney Bend, OR
SKH Family Law & Estate Planning —Bend, OR
- From $84,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Free parking
- Disability insurance
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Project Estimator (Kitchen Cabinet knowledge a must)
Tribeca Cabinetry —Saddle Brook, NJ
- $60,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
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Appellate and Trial Litigation Attorney
Edelman, Liesen & Myers L.L.P. —Kansas City, MO
- $90,000 - $120,000 a year
- Email
- Microsoft Excel
- Writing skills
- Mid-level
- Health insurance
- 401(k)
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7d
Equestrian Groom
Brays Island Plantation —Sheldon, SC
- Extended hours
- English
- Office
- Driver's License
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Substance Use Disorder (SUD) Program Manager
Chapa-De —Auburn, CA
- $104,200 - $121,950 a year
- Full-time
- Management
- Computer literacy
- Bachelor of Science
- Paid holidays
- Health insurance
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PJ Library- Jewish Family Programming Coordinator (flexible part-time hours)
Jewish Federation of the Berkshires —Pittsfield, MA
- $22 - $24 an hour
- Part-time
- Hybrid work
- Children
- US work authorization
- Entry level
- Paid holidays
- Flexible spending account
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Attorney - Bankruptcy Partner
Robinson and Henry —Denver, CO
- From $150,000 a year
- Full-time
- Hybrid work
- Senior level
- Health insurance
- Dental insurance
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Licensed Clinical Social Worker
Partners in Care Foundation, Inc. —San Fernando, CA
- $37 - $43 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Licensed Clinical Social Worker
- Mid-level
- Health savings account
- Health insurance
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Associate Attorney
Javitch Block LLC —Cleveland, OH
- $80,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
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Attorney (Litigation Defense)
Litchfield Cavo LLP —Las Vegas, NV
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
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Hybrid - Psychologist
Loyal Source —El Paso, TX
- $127,836 - $139,836 a year
- Microsoft Access
- Microsoft Outlook
- HIPAA
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Hybrid - Psychologist
Loyal Source —Oklahoma City, OK
- $146,244 - $152,244 a year
- Microsoft Access
- Microsoft Outlook
- HIPAA
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Hybrid Psychologist
Loyal Source —Cleveland, OH
- $142,001 - $154,001 a year
- Microsoft Access
- Microsoft Outlook
- HIPAA
Quick Apply

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Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Thrivent -
Fond du Lac, WI

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Job Details

Full-time
$24,000 a year

Benefits

AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Research

Full Job Description

Meaningful 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.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.
This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

About Us

Apex Financial Group is an independent financial services practice of Thrivent in Fond du Lac, WI. We are growing and adding a Team-Based Financial Advisor to our team, which serves13,000+ clients with a focus on comprehensive financial planning. We focus on the quality of our relationships, not quantity. Apex Financial Group has 7 offices across the state of WI with a team of 60+, including our own operations team. Although we provide many services, some key areas that define our process are wealth management, risk management, tax management, and debt management. This is a full-time role that requires you to be in the office.

Licensing and Training
Over 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 Annuity
Securities 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 expect
After 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:

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

Desired Characteristics
Our 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:

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

Requirements

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.

Compensation and Benefits

Compensation is $24,000 [In addition to base pay, there is a strong incentive structure tied to performance—you’ll earn additional compensation for bringing in new business, creating significant earning potential]. . 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 Thrivent
Thrivent 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 [email protected] or call 800-847-4836 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 [email protected] or call 800-847-4836 and request Human Resources.

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Refine Your Search

Excel Partners jobs

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Enterprise Imaging Informatics Supervisor

Production Manager - Lighting Systems Technician

Logistics Coordinator

Senior Estimator

Employee Benefits Insurance Sales Producer

Civil Engineer - Transportation

Family Law Associate Attorney Bend, OR

Project Estimator (Kitchen Cabinet knowledge a must)

Appellate and Trial Litigation Attorney

Equestrian Groom

Substance Use Disorder (SUD) Program Manager

PJ Library- Jewish Family Programming Coordinator (flexible part-time hours)

Attorney - Bankruptcy Partner

Licensed Clinical Social Worker

Associate Attorney

Attorney (Litigation Defense)

Hybrid - Psychologist

Hybrid - Psychologist

Hybrid Psychologist

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