Thrivent Financial

Associate - Ascend National Wealth Advisors

WA - Bellevue · Full-time

Sponsorship not specifiedDetected 30 days ago

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About the role

By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career.
This unique position provides the stability of income and the ability to focus on learning and development rather than production.
This is an incredible opportunity for the right person to grow both professionally and financially.

Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors 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
Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date
Collaborate with Lead Advisor on complex scenarios
Schedule, prep, and document all your client meetings
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
Five years' experience in the financial services industry, preferably as an advisor
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:
Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Self-motivated, independent, and driven to succeed with a strong growth mindset
Motivated by helping others and relationship-oriented
A natural coach or guide with strong interpersonal skills
Passionate about living a life of generosity by serving others, not just selling products

Generous Paid Time Off
Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required
Participate in events to attract new clients and provide financial education to the local community

As part of Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process.

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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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 b

This listing is sourced directly from Thrivent Financial's careers page and normalized into a canonical job model.