Associate Financial Advisor: Grow Client Wealth & Relationships

Thrivent; Redondo Beach (CA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Monthly stipend for health benefits

Job summary

Thrivent is seeking an Associate Financial Advisor in Redondo Beach, California. This role involves supporting clients with investment planning, insurance solutions, and ongoing relationship management while collaborating with a Lead Advisor.

The ideal applicant has securities registration, a background in financial services, and strong communication skills. Compensation includes an annual salary of $75,000 - $80,000, with further opportunities for bonuses and health benefits.

Qualifications

• Handle sensitive communications and ensure high customer satisfaction.
• Identify criteria for fund selection and track indexes.
• Participate in business planning as needed.

Responsibilities

• Support clients through investment planning and insurance solutions.
• Conduct research for suitable securities product recommendations.
• Assist with marketing services including direct mail and seminars.

Skills

Motivated self-starter

Analytical thinker

Customer service focused

Clear and professional communication

Strong attention to detail

Education

Securities (Series 7 and 66 or Series 7, 63 and 65) registration

Life, Health and Annuities registration

2+ years of experience as a licensed Advisor

Tools

Money Guide Pro

Wealthscape

Morningstar

Salesforce

Job description

Thrivent is seeking an Associate Financial Advisor in Redondo Beach, California. This role involves supporting clients with investment planning, insurance solutions, and ongoing relationship management while collaborating with a Lead Advisor.

The ideal applicant has securities registration, a background in financial services, and strong communication skills. Compensation includes an annual salary of $75,000 - $80,000, with further opportunities for bonuses and health benefits.