Thrivent
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
WA - Seattle · Full-time
Sponsorship not specified$100k-$140kDetected 30 days ago
SalesforceCustomer SupportResearchCommunication
About the role
- 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).
- Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Responsibilities
- Collaborate with financial representatives to assist clients with product changes
- Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Requirements
- Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
- 3-5 years of experience in Financial Services as a licensed Advisor
- Must be able to work with all roles of the sponsoring financial advisor
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
Nice to have
- Motivated Self-Starter
- Analytical thinker
- Customer Service Focused
- Clear and professional communication
- Strong attention to detail and follow through
- CFP preferred but not required
Compensation
- $100,000 - $140,000 Annual compensation
Benefits
- Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
- Health Benefit Stipend offered
Company info
- Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
- Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
- Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Equal opportunity
- 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.
Visa & Work Authorization
- Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure
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This listing is sourced directly from Thrivent's careers page and normalized into a canonical job model.