Support Advisor - Cascade West Group

Description

Company Information

The Cascade West Group is an independent financial services practice of Thrivent Financial. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. This team is passionate about giving back and seeks an individual who wants to make a difference in the community and beyond. We are involved with several area churches, the American Cancer Society, the Go Red initiative (American Cancer Society), Seattle Children’s Hospital, Habitat for Humanity, and Toys for Tots.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Responsibilities

• Enter client information into various systems
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Work independently with minimal supervision servicing and maintaining strong relationships with existing clients
• In coordination with a lead advisor and our back-office support team, draft written recommendations using templates and software tools
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Gather and maintain customer suitability information
• Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Assists Financial Advisors, Office Manager, and other members of team in the preparation and follow up for client meetings
• Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
• Completes electronic and paper service forms and new business applications
• May fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications and submit to lead Financial Advisors for review and submission to clients
• May accept and/or enter trade orders from clients, including unsolicited trade orders
• May sit second chair in meetings to take notes
• May handle all post meeting tasks
• Other responsibilities as assigned by the Lead Advisor

TRAITS WE VALUE

• Self-Motivated – You are resourceful, take initiative, always striving to put our clients first.
• Leadership – You are able to take a task and run with it, executing in a professional manner.
• Strong Work Ethic – You set goals and consistently achieve them!  Your time management skills and organizational prowess are exceptional.
• Passionate – You want to help others and continuously look for ways to enhance our members’ experience and Thrivent’s mission of connecting faith and finances for good.
• Action Oriented - Enjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.

Qualifications

• Previous financial services experience desired
• Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuities registration required if not currently registered, registrations may be obtained as a member of our team during an assigned study period
• Demonstrated customer service orientation/experience, 3+ years preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information

Your success; our blueprint

Nothing influences your success more than a solid roadmap to your growth. That’s why your journey on our team starts with a community of other advisors. It’s not just the backing of a Fortune 500 company, but support of peers and leaders who have walked in your shoes and mentor you along the way. Your onboarding will be an immersive and engaging experience. It's thoughtful, you'll grow as an individual, and you'll build the foundation needed for success in your new career.

Helping clients helps everyone...

Your ability to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. By combining your sales expertise with a genuine passion for helping people achieve the goals that matter most, this unique position will not only allow you to make a tangible and lasting impact on our client’s lives but will also contribute significantly to the growth of the practice.

Compensation: $55,000-70,000 plus annual bonus based on team performance

Compensation will fall in listed salary range and will be commensurate with experience. Annual bonus based on performance of the team. Competitive retirement benefits available.  

As part of Cascade West Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of 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.