Associate Financial Advisor – Pacific Northwest Consultants

Thrivent; United States; Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Simple IRA

Healthcare stipend

Flexible vacation benefits

Remote work option

Job summary

Thrivent, with Pacific Northwest Consultants in Spokane, WA, seeks an Associate Financial Advisor. This full-time role supports financial advisors and clients, handling confidential communications and assisting with seminars, asset selection, and product applications.

The ideal candidate holds Series 7 and 66 (or 7/63/65) with life/health/annuities registrations, 2+ years of customer-service experience, and strong planning, analytical, and interpersonal skills.

Qualifications

• Securities licenses: Series 7 and 66 or Series 7, 63 and 65, and Life/Health/Annuities registrations are required.
• Must be securities registered/insurance licensed/appointed in all states where duties are performed.
• Background check, fingerprinting and registration verification required.
• 2+ years customer service experience preferred.
• Ability to multitask with interruptions while maintaining quality.
• Integrity in handling sensitive information.

Responsibilities

• Handle confidential member/customer communications and respond effectively in writing and verbally.
• Assist with product seminars/workshops and client meetings.
• Support advisors with investment and insurance product discussions and applications.
• Open and process product applications and securities trade orders.
• Collaborate with advisors on client product changes and marketing activities.

Skills

Customer service

Communication

Analytical thinking

Interpersonal skills

Teamwork

Planning/Organizing

Adaptability

Job 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.
Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Pacific Northwest Consultants 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 Spokane, WA with the option of fully remote for qualified candidates.

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, including:

• 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
• Facilitate and/or co-present product specific seminars and/or workshops as necessary
• Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
• Participate in business planning for the Practice as needed
• Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
• Open and complete product applications
• 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.)
• Obtain member/customer financial and/or suitability information
• Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
• Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Assist Financial Advisors in the preparation and follow up for the member/customer meetings
• 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

You will be employed/contracted by Pacific Northwest Consultants.

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:

• Planning/Organizing
• Analytical thinker
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

Requirements

• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Required
• Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
• 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.
• Previous administrative/secretarial experience desired.

As part of Pacific Northwest Consultants recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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.

Compensation and Benefits

• $100,000 - $140,000 including bonus
• Simple IRA
• Healthcare stipend available
• Flexible vacation benefits

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.