Hybrid Associate Financial Advisor — Investments & Insurance

Thrivent; 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 is seeking an Associate Financial Advisor to join Afton Union Financial Group in Seattle, WA. In this hybrid role, you will support clients with investment planning and insurance solutions while collaborating closely with the Lead Advisor.

Responsibilities include sensitive communication with clients, identifying fund criteria, counseling on financial products, and driving marketing initiatives. Candidates should have Securities registration, analytical skills, and a customer-focused mindset.

Qualifications

• Must have Securities registration and prefer CFP certification.
• 3–5 years licensed advisor experience in financial services is required.
• Ability to maintain the integrity of sensitive information.

Responsibilities

• Handle communications and respond to ensure customer satisfaction.
• Counsel prospective and current clients on financial products.
• Assist financial representatives in preparation for client meetings.

Skills

Customer service

Analytical thinking

Professional communication

Education

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

CFP preferred

3–5 years of experience in financial services

Tools

Money Guide Pro

Wealthscape

Morningstar

Salesforce

Job description

Thrivent is seeking an Associate Financial Advisor to join Afton Union Financial Group in Seattle, WA. In this hybrid role, you will support clients with investment planning and insurance solutions while collaborating closely with the Lead Advisor.

Responsibilities include sensitive communication with clients, identifying fund criteria, counseling on financial products, and driving marketing initiatives. Candidates should have Securities registration, analytical skills, and a customer-focused mindset.