Associate Financial Advisor - Wisconsin Heartland Associates

## Associate Financial Advisor - Wisconsin Heartland Associates Apply locations:
WI - Madison time type:
Full time posted on:
Posted Todayjob requisition :
REQ-47079

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.
Wisconsin Heartland Associates is an independent financial services practice of Thrivent in Stoughton, WI. We are growing and adding an Associate Financial Advisor to our team, which serves over 1,500 clients with a focus on holistic financial planning, investment management, risk management, and retirement planning. This is a full-time role that requires you to be in the office working with the team 5 days per week.

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Wisconsin Heartland Associates including:
* 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
* 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
* Assist financial representatives in the preparation and follow up for the member/customer meetings
* Additional responsibilities may be assigned in accordance with licensure and business needs
* Meet with prospects and/or current clients to review products and generate potential new business.

You will be employed/contracted by Wisconsin Heartland Associates
** 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:
* Analytical thinker working on planning and organizing financial plans.
* Customer Focused with interpersonal skills for clear communication.
* Adaptable and flexible to work in a collaborative team environment.
* Ambitious with Intellectual curiosity and drive.
** Requirements
* ** Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
* 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.
* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
* Ability to maintain integrity of sensitive/confidential information
** 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 external clients
* Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
** Compensation and Benefits
*** Base salary of $36,000, along with a percentage of commissions from sales generated revenue.
* 401(k)
** About Thrivent
** Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100…