Associate Advisor

Thrivent; Moscow (ID); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k) with employer contribution

Healthcare stipend

Job summary

Northwest Pinnacle Group, an independent Thrivent practice in Moscow, Idaho, seeks an Associate Financial Advisor to join our client-focused team. You’ll support financial planning, execute trades, and assist with business development in a collaborative, hybrid work setting.

The role requires Series 7 and 66, life/health/annuities registrations, 2+ years in financial services, and strong communication and integrity. You will be employed by Northwest Pinnacle Group.

Qualifications

• Active securities (Series 7 and Series 66) and resident state Life, Health and Annuities registrations.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification.
• Preferred 2+ years in financial services.
• Ability to maintain integrity of sensitive/confidential information.
• Strong communication and client relationship skills.
• Must be able to work with all roles of the sponsoring financial advisor.

Responsibilities

• Serve as a primary or co-point of contact for clients.
• Support financial planning analysis and plan preparation.
• Execute account setup, trades, and product implementation.
• Assist with business development and client outreach.
• Maintain compliant documentation and licensing.
• Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications.
• Additional responsibilities may be assigned in accordance with licensure and business needs.

Skills

Active securities licenses (Series 7,

Job description

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.

Northwest Pinnacle Group is an independent financial services practice of Thrivent in Moscow, Idaho. We are growing and adding an Associate Financial Advisor to our team. Northwest Pinnacle Group is a client-centered financial practice with a focus on personalized, fiduciary-driven advice and long-term client relationships. This is a full-time role that is located in Moscow, Idaho with the option of Hybrid for qualified candidates.

Associate

As an Associate Financial Advisor, you’ll be a client-facing professional for our financial advisors and provide support to the clients of Northwest Pinnacle Group, within a collaborative team structure including:

• Serve as a primary or co-point of contact for clients
• Support financial planning analysis and plan preparation
• Execute account setup, trades, and product implementation
• Assist with business development and client outreach
• Maintain compliant documentation and licensing
• Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications
• Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by Northwest Pinnacle Group.

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
• Customer Focused
• Interpersonal Skills
• Teamwork and Collaboration

Requirements

• Active Securities (Series 7 and Series 66) and resident state Life, Health and Annuities registration
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
• Preferred 2+ years in financial services
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
• Strong communication and client relationship skills
• 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

• Total Compensation: $75,000 - $120,000+ (based on experience and performance)
• 401(k) with employer contribution
• Healthcare stipend available

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 [e-mail] or call 800-847-4836 and request Human Resources.