Associate - South Advisor Group

Position: Associate - South Central Advisor Group
Organization/Business Overview:

The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to helping our members/customers achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Job Description As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of the sponsoring financial advisor including:

Position Roles/Responsibilities/Accountabilities 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

Facilitate and/or co-present product specific seminars and/or workshops as necessary

Identify criteria for fund selection and track against indexes, specifically for WRAP accounts

Participate in business planning for the Practice as needed

Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services

Open and complete product applications

Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)Obtain member/customer financial and/or suitability information

Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations

Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts

Assist financial representatives in the preparation and follow up for the member/customer meetings

Collaborate with financial representatives to assist client with product changes

Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings

Additional responsibilities may be assigned in accordance with licensure and business needs

Requirements

Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the associate must be:

Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.

Appropriately insurance licensed/appointed for sale of all life/health and variable products

Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.

Demonstrated customer service orientation/experience, 2+ years preferred

Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

Ability to maintain integrity of sensitive/confidential information

Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial Previous administrative/secretarial experience desired

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. Our ideal candidate is:

Planning/Organizing Analytical thinker

Customer Focus Communication Interpersonal  Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor

Must be able to represent the organization in work with…