Associate Financial Advisor – Client-Focused, Remote

Thrivent; Spokane (WA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Simple IRA

Healthcare stipend

Job summary

Pacific Northwest Consultants, an independent financial services practice of Thrivent, seeks an Associate Financial Advisor in Spokane, WA, with a path to remote work for qualified candidates. You will back financial advisors, engage clients, and help with seminars, research, and product applications.

You will need securities registrations and insurance licensing as applicable, along with a customer-service mindset and strong teamwork skills.

Qualifications

• Analytical thinker with strong problem-solving abilities.
• Customer-focused approach to supporting clients and advisors.
• Excellent communication and interpersonal skills for teamwork across roles.

Responsibilities

• Assist financial advisors and clients with information gathering and applications.
• Support product seminars and workshops for clients and advisors.
• Conduct research to inform suitable securities and investment recommendations.
• Open and complete product applications and process trade orders.
• Maintain client information with confidentiality and accuracy.
• Coordinate marketing services and client engagement activities.
• Collaborate with advisors to address product changes and client needs.
• Ensure compliance with licensure and regulatory requirements.

Skills

Analytical thinking

Customer focus

Communication

Interpersonal skills

Teamwork

Job description

Pacific Northwest Consultants, an independent financial services practice of Thrivent, seeks an Associate Financial Advisor in Spokane, WA, with a path to remote work for qualified candidates. You will back financial advisors, engage clients, and help with seminars, research, and product applications.

You will need securities registrations and insurance licensing as applicable, along with a customer-service mindset and strong teamwork skills.