Growth-Focused Financial Advisor

Thrivent Financial; Seattle (WA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Simple IRA with Employer Match

Health Benefit Stipend

Job summary

Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This full-time hybrid role involves investment planning, insurance solutions, and ongoing relationship management, working closely with a Lead Advisor.

The ideal candidate will have a strong focus on customer service, analytical skills, and experience in financial services. Thrivent Financial offers a collaborative work environment and opportunities for growth.

Qualifications

• 3-5 years of experience in Financial Services as a licensed Advisor.
• Ability to handle multiple tasks and maintain a high quality of work.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Support clients through investment planning and insurance solutions.
• Conduct substantive research for securities product recommendations.
• Facilitate client seminars and workshops.

Skills

Customer Service Focused

Analytical thinker

Professional communication

Attention to detail

Education

Securities (Series 7 and 66 or Series 7, 63 and 65)

CFP preferred but not required

Tools

Money Guide Pro

Wealthscape

Morningstar

Salesforce

Job description

Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This full-time hybrid role involves investment planning, insurance solutions, and ongoing relationship management, working closely with a Lead Advisor.

The ideal candidate will have a strong focus on customer service, analytical skills, and experience in financial services. Thrivent Financial offers a collaborative work environment and opportunities for growth.