Description
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.
About Tailored Financial Solutions
At Tailored Financial Solutions, we are passionate about helping individuals and families make wise financial decisions that bring clarity, confidence, and lasting security. As a Thrivent team practice, we provide personalized financial guidance rooted in each client's unique values, goals, and vision for the future. We believe financial planning is not just about managing money, but about creating opportunities for people to live meaningful lives and support the people and causes they care about. Our mission is to provide principled and innovative financial guidance that brings both mental and financial clarity and security to our clients. By combining trusted financial expertise with creative problem-solving and a commitment to staying ahead of industry changes, we help clients navigate life's opportunities and challenges with confidence. Our goal is to create such an exceptional client experience that families are proud to refer us to future generations. We are seeking team members who share our commitment to service, integrity, innovation, and relationship building. If you're energized by helping others, thrive in a collaborative environment, and want to be part of a team that values both professional excellence and meaningful impact, we'd love to connect with you.
Job Description
As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Tailored Financial Solutions 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
- Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
- Open and complete product applications
- Obtain member/customer financial and/or suitability information
- Assist financial representatives in the preparation and follow up for the member/customer meetings
- 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.) 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
- Ability to obtain 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.
- 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
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.
Qualities that stand out are:
- Teamwork and Collaboration
- Planning/Organizing
- Effective communication
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: $60,000 - $85,000
- Total Compensation: $75,000 - $120,000+ (based on experience and performance)
- Healthcare stipend available
- Earned Paid Time Off
- Professional development support
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 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.
Pay Transparency
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 [email protected] or call 800-847-4836 and request Human Resources.