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Securities Support Associate (Licensed)

    • Minneapolis, Minnesota
    • Minneapolis, Minnesota
  • Financial Advisor
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Description

Location: Mendota Heights, Minnesota (Hybrid)

About Bloom Financial Associates – Thrivent
At Bloom Financial Associates, an independent practice of Thrivent Financial, we are committed to empowering and inspiring women to grow with confidence and clarity so that they can flourish in every aspect of their finances. We specialize in assisting women and couples approaching or enjoying retirement, and those navigating significant life transitions, with dedicated financial planning, wealth management, and risk management solutions.

If you share our passion for making a meaningful impact are eager to contribute to a purpose-driven and client-centric team, we would love to meet you!

What you will do:

As a Securities Support Associate, you will be a vital part of our team, collaborating with our advisors to enhance our investment advisory services and maintain an exceptional client experience.

Your role will include:

  • Operational Support : Guide clients through setting up new accounts, executing trades, and updating essential service details like bank and beneficiary information.
  • Meeting Preparation : Craft detailed materials for client meetings, including model information, money movement summaries, market commentary, and performance data, to ensure advisors are well-prepared and clients are well informed. Gather data as needed.
  • Client Interaction Support:  Take part in periodic reviews. Accurately record meeting notes and conversation outcomes. Ensure follow-through to keep our services top-notch.
  • Investment Assistance: Offer support via phone and email, monitor account activities, and help troubleshoot operational tasks to maintain smooth, accurate transactions.
  • Team Involvement: Act as a backup for other team members essential duties when needed. Participate in business planning and workflow enhancements.

Who you are:

  • Securities Licensed Professional: You hold Series 6/63/SIE or 7/63/SIE licenses
  • Communicator and Collaborator: Your effective communication skills make you a client service star and a dependable team player.
  • Detail-Oriented: You have a sharp eye for detail, whether managing data, overseeing accounts, or preparing financial reports.
  • Ethical and Accountable: Integrity is non-negotiable; you approach all aspects of your work with honesty and responsibility.

Preferred qualifications:

  • Familiarity with business tools like Microsoft Office, Salesforce, and investment analysis software or managed account operating systems is a plus.
  • Additional education and licensing : You are insurance licensed in the state of Minnesota, or open to becoming  licensed. You are committed to ongoing education.
  • Previous financial services industry experience will help you hit the ground running.

Why join us?

  • Competitive Salary: Earn between $55,000-$80,000 annually with potential for growth.
  • Flexible Work : Enjoy the flexibility of a hybrid work schedule and generous paid time off.
  • Retirement Savings: Matching contributions that support your financial future.
  • Tuition reimbursement : Annual budget for continuous education in your role.

Apply Now
Are you ready to empower, inspire, and make a difference? We are excited to see how you can contribute to our mission. Apply today to start your journey.

We conduct a thorough background check as part of our hiring process. Bloom Financial Associates - Thrivent is an equal opportunity employer committed to diversity and inclusion in the workplace.
 

As part of Thrivent’s 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 Thrivent Investment Management’s Outside Securities Accounts Policy, which requires all outside brokerage accounts to be maintained at one of the firms designated by Thrivent.

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.

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Securities Support Associate (Licensed)

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Our DEI Perspective

At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

Read our Diversity, Equity & Inclusion Report

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