Description
Organization/Business Overview:Maar Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members.
Position Summary:
Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The investment analyst’s main responsibilities will include managing and developing investment models; assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; providing fund values and answering securities product-related questions; assisting advisors with meeting preparation; assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, and participating in occasional marketing events that may occur during non-business hours.
Compensation:
Compensation will be market and situation-based, corresponding to the experience level and credentials of the candidate. The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical if needed after 60 days.
Position Requirements:
- Bachelor’s degree and have least one to two years of professional experience in the financial industry
- Hold or interested in obtaining CFA designation
- Must be securities registered with Series 7 and 66 or willing to obtain licenses within 90 days of employment
- Strong understanding of economic trends, regulations, and other factors affecting client investments
- Able to manage and develop financial models
- Provide analysis of industry trends and make securities product recommendations or investment advice
- Excellent writing skills
- Detail oriented and organized
- Excellent problem solving and communication skills
- Ability to flourish in a fast-paced environment
- Ability to maintain integrity of sensitive/confidential information
- Work well in a team-oriented environment
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
- Pass any applicable pre-employment tests
- Be able to demonstrate customer service orientation/experience obtained in any field
- Proficient in Microsoft Word, Outlook, and Excel
As part of the Maar Financial Group, verification of a candidate's background will need to be completed as part of the hiring process. Fingerprints will be required as part of the 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.