Associate Financial Advisor - Remote Client Guidance

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

Benefits offered by this job

Simple IRA

Healthcare stipend available

Flexible vacation benefits

Job summary

Pacific Northwest Consultants, an independent financial services practice of Thrivent in Spokane, WA, is seeking an Associate Financial Advisor to support licensed financial professionals and serve clients with fiduciary-driven advice. The role is full-time with potential for remote work for qualified candidates.

You will handle member communications, assist with applications, conduct research to support securities and insurance recommendations, and help organize client meetings and seminars.

Qualifications

• 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 where support work is performed
• Background check and FINRA fingerprinting may be required

Responsibilities

• Handle sensitive communications with members/customers, including confidential information
• Provide support to Financial Advisors and client meetings
• Open and complete product applications
• Assist with research for securities product recommendations or investment advice
• Explain insurance coverage and analyze exposures or policies
• Support marketing and client engagement activities

Skills

Customer service

Communication

Interpersonal skills

Teamwork

Planning/organizing

Analytical thinking

Job description

Pacific Northwest Consultants, an independent financial services practice of Thrivent in Spokane, WA, is seeking an Associate Financial Advisor to support licensed financial professionals and serve clients with fiduciary-driven advice. The role is full-time with potential for remote work for qualified candidates.

You will handle member communications, assist with applications, conduct research to support securities and insurance recommendations, and help organize client meetings and seminars.