Hybrid Associate Financial Advisor – Client-Centric Growth

Thrivent; Moscow (ID); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k) with employer contribution

Healthcare stipend

Job summary

Northwest Pinnacle Group, an independent Thrivent practice in Moscow, Idaho, seeks an Associate Financial Advisor to join our client-focused team. You’ll support financial planning, execute trades, and assist with business development in a collaborative, hybrid work setting.

The role requires Series 7 and 66, life/health/annuities registrations, 2+ years in financial services, and strong communication and integrity. You will be employed by Northwest Pinnacle Group.

Qualifications

• Active securities (Series 7 and Series 66) and resident state Life, Health and Annuities registrations.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification.
• Preferred 2+ years in financial services.
• Ability to maintain integrity of sensitive/confidential information.
• Strong communication and client relationship skills.
• Must be able to work with all roles of the sponsoring financial advisor.

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.
• Maintain compliant documentation and licensing.
• Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications.
• Additional responsibilities may be assigned in accordance with licensure and business needs.

Skills

Active securities licenses (Series 7,

Job description

Northwest Pinnacle Group, an independent Thrivent practice in Moscow, Idaho, seeks an Associate Financial Advisor to join our client-focused team. You’ll support financial planning, execute trades, and assist with business development in a collaborative, hybrid work setting.

The role requires Series 7 and 66, life/health/annuities registrations, 2+ years in financial services, and strong communication and integrity. You will be employed by Northwest Pinnacle Group.