Associate Financial Advisor — Remote Eligible

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

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.