Growth-Oriented Associate Financial Advisor

Thrivent Financial; Stoughton (WI); On-site; USD 32,400 - 39,600; Full time

Benefits offered by this job

401(k)

Job summary

Thrivent Financial in Stoughton, WI is seeking an Associate Financial Advisor to support financial planning and investment management for over 1,500 clients. This full-time position requires in-office work five days a week, focusing on client relationships and providing tailored financial advisory services.

The ideal candidate will possess relevant securities licensing and a knack for analytical thinking and customer engagement. Thrivent offers a base salary of $36,000 plus commissions, along with a 401(k) plan.

Qualifications

• Securities registered and insurance licensed in all states of work.
• Ability to handle multiple tasks effectively while maintaining quality.
• Maintain the integrity of sensitive and confidential information.

Responsibilities

• Handle sensitive communications and client inquiries with high satisfaction.
• Counsel prospective clients on financial products and services.
• Assist in preparation for client meetings and follow-ups.

Skills

Analytical thinking

Customer focus

Interpersonal skills

Adaptability

Ambition

Education

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

Life, Health and Annuities registration

Job description

Thrivent Financial in Stoughton, WI is seeking an Associate Financial Advisor to support financial planning and investment management for over 1,500 clients. This full-time position requires in-office work five days a week, focusing on client relationships and providing tailored financial advisory services.

The ideal candidate will possess relevant securities licensing and a knack for analytical thinking and customer engagement. Thrivent offers a base salary of $36,000 plus commissions, along with a 401(k) plan.