Client-Focused Financial Advisor Associate (Hybrid)

Thrivent Financial; Moscow (ID); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer contribution

Healthcare stipend available

Flexible vacation benefits

Professional development support

Job summary

Thrivent Financial in Moscow, Idaho is seeking an Associate Financial Advisor to join the Northwest Pinnacle Group. In this full-time role, you will assist financial advisors in providing personalized and fiduciary-driven advice, while maintaining strong relationships with clients.

The ideal candidate should have active securities licensing, at least 2 years of experience in financial services, and excellent communication skills. Compensation ranges from $75,000 to $120,000 based on experience, with various benefits including a 401(k) and healthcare stipend.

Qualifications

• Preferred 2+ years in financial services.
• Strong communication and client relationship skills.
• Ability to maintain integrity of sensitive/confidential information.

Responsibilities

• Serve as a primary or co-point of contact for clients.
• Support financial planning analysis and plan preparation.
• Execute account setup, trades, and product implementation.
• Assist with business development and client outreach.

Skills

Customer Focused

Analytical thinker

Teamwork and Collaboration

Adaptability/Flexibility

Education

Active Securities (Series 7 and Series 66)

Life, Health and Annuities registration

Job description

Thrivent Financial in Moscow, Idaho is seeking an Associate Financial Advisor to join the Northwest Pinnacle Group. In this full-time role, you will assist financial advisors in providing personalized and fiduciary-driven advice, while maintaining strong relationships with clients.

The ideal candidate should have active securities licensing, at least 2 years of experience in financial services, and excellent communication skills. Compensation ranges from $75,000 to $120,000 based on experience, with various benefits including a 401(k) and healthcare stipend.