Team Sponsored Launch -Turnhall Financial Group
You will work closely with an experienced financial advisor and team – receiving mentorship, coaching, and access to training and support. You will service members of an established book of business from a retiring financial associate in Minocqua, WI.
Unique Turnhall Benefits:
Staff provided for servicing of clients assigned in Salesforce, to include:
Back-end appointment preparation with expertise of financial planners providing a meeting guide, any anticipated Thrivent paperwork or applications, and other deliverables upon mutual agreement
Submission and tracking of Thrivent paperwork and applications
Tracking of all money movement to, from, and within accounts and policies
Consultative planning and decision making based on data gathered from client
Calling for scheduling of reviews with existing clients
Unlimited earning potential through commission and incentive pay structures
Empowering, values-driven workplace culture
Paid Time Off
$50,000-$100,000 Base Salary based on experience, plus commissions
Hours: Self-directed full time, around 40-50 hours/week typically between the hours of 7am-7pm Mon-Fri. Occasional evening or weekend client events
Be familiar with and uphold the mission of the company in all interactions: Mission Statement: We believe that everyone deserves a holistic financial plan. Therefore, our mission is to help more people become more financially secure and live more generously
Serve all clients according to our service model, meeting types and flow
Document every client interaction according to processes, utilizing Salesforce tasks in compliance with each teams needs (Application and Documents, Meeting Preparation, Client Service, and Marketing)
Gather any needed additional financial data from the client after a Connect meeting and explain how they can do so, staying in constant contact with them until required data is gathered
Take advantage of all professional development opportunities the team and Thrivent offers in conjunction with mentorship by peer Turnhall Financial Group Advisors, management, staff, and professional mentors and coaches
Attend all mandatory team meetings and training, including all scheduled meetings with Ben Carr and/or Bree Talbot, Director of Advisor Relations, or inform the Director of Advisor Relations if you will be late or miss the scheduled meeting
Use set Turnhall Financial Group team fee-based planning fees as a minimum
Take at least ten business days of vacation annually with no communication with or about work
Follow team standard procedures (i.e., no filling out forms, applications, performing staff-designated work, client mailings, etc.) without permission from someone on the management team. If these are done incorrectly by the Advisor or without permission from management, the sole responsibility for mistakes and corrective measures falls on the Advisor
Solely responsible for client communication and scheduling client meetings according to lead times set by Turnhall Financial Group procedures and team leads unless Turnhall Financial Group has provided a dedicated Office Professional to assist with these tasks
Attend all Turnhall Financial Group Marketing Team set meetings and implement team engagement
Be able to meet clients using virtual meeting technology (Zoom) effectively
Talk about generosity when it is appropriate
In addition to these responsibilities, the following are the minimum requirements to remain a member of the Turnhall Financial Group Team. If these minimum requirements are not met, the possible consequences include, but are not limited to:
Warning meetings with management
An increase in split paid to Turnhall Financial Group, and termination from the Turnhall Financial Group Team
These metrics will be evaluated quarterly by the Turnhall Financial Group Management Team:
Must have a minimum of three Discovery meetings per month
Must have an open task for every client indicating the next meeting/contact to be made
Must have no duplicate tracking tasks
Must have no more than 15 overdue tasks at any time
Must enter compliant meeting notes into Salesforce within 48 hours of the meeting (We encourage all Advisors to enter immediately following the meeting to encourage note accuracy.)
Must log all client interactions in Salesforce
Must deliver all compliant disclosures for every client interaction
Do not work with clients that:
Are disrespectful to any Turnhall Financial Group staff or Advisor
Do not follow the team’s financial advice
Refuse to be transparent and provide all financial data needed, including our requirement that legal spouses provide information as well
Pose a risk to Turnhall Financial Group‘s reputation
Additional responsibilities may be assigned in accordance with business needs
Either currently securities licensed (7, 66 or 7, 63 &65) and life health licensed, or the ability to pass licensing within required timeframes
Ability to network and develop new client relationships to grow the Thrivent presence in Minocqua
Passionate about living a life of generosity by serving others
Excellent organizational and communication skills
Strong and proficient technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce, Windows 10 environment, and Zoom) or ability to learn
Ability to maintain integrity of sensitive/confidential information
As part of Turnhall Financial Group recruiting/hiring/contracting process, a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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 firstname.lastname@example.org or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.