Associate Financial Advisor: Client Impact & Growth

Thrivent Financial; Rogers (AR); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Healthcare stipend

Earned Paid Time Off

Professional development support

Job summary

Thrivent Financial is seeking an Associate Financial Advisor for Tailored Financial Solutions in Rogers, AR. You will support financial advisors, engage with clients, and help with applications and follow-ups to build client financial plans.

The role emphasizes service, integrity, and relationship-building, with compensation opportunities based on experience and performance, plus health stipend and professional development support.

Qualifications

• Demonstrated customer service orientation/experience, 2+ years preferred.
• Ability to work with sponsoring financial advisor and external clients.
• Strong planning, organizing, and communication skills.

Responsibilities

• Handle sensitive communications with members/customers and respond to inquiries with high customer satisfaction.
• Counsel and advise members on suitable financial products and investment services.
• Open product applications and gather financial information for suitability.
• Assist advisors in meetings preparation and follow-up.

Skills

Customer service

Teamwork

Planning & organizing

Effective communication

Job description

Thrivent Financial is seeking an Associate Financial Advisor for Tailored Financial Solutions in Rogers, AR. You will support financial advisors, engage with clients, and help with applications and follow-ups to build client financial plans.

The role emphasizes service, integrity, and relationship-building, with compensation opportunities based on experience and performance, plus health stipend and professional development support.