Financial Planning Associate: Client Impact & Growth

Thrivent; Rogers (AR); Sur place; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Healthcare stipend

Paid time off

Professional development

Résumé du poste

Thrivent is seeking an Associate Financial Advisor to support financial advisors and their clients, handling sensitive communications and helping with applications.

Responsibilities include counseling clients on suitable products, obtaining financial information, and assisting meetings preparation. The role requires securities registrations and state licensing, with strong customer service and integrity.

Qualifications

• 2+ years customer service experience preferred.
• Ability to handle multiple tasks and maintain high quality with interruptions.
• Securities licensing and/or insurance licensing verification, if applicable.

Responsabilités

• Handle sensitive communications with members/customers and respond to ensure satisfaction.
• Counsel and advise on suitable financial products and investment services.
• Open and complete product applications.
• Obtain member/customer financial and suitability information.
• Assist financial representatives in meeting preparation and follow-up.
• Research information to support securities recommendations and collaborate with representatives.

Connaissances

Customer service

Integrity

Confidential information handling

Description du poste

Thrivent is seeking an Associate Financial Advisor to support financial advisors and their clients, handling sensitive communications and helping with applications.

Responsibilities include counseling clients on suitable products, obtaining financial information, and assisting meetings preparation. The role requires securities registrations and state licensing, with strong customer service and integrity.