Remote Financial Associate – West Advisor Group

Thrivent Financial; California; Remote; USD 60,000 - 80,000; Full time

Job summary

Thrivent Financial is seeking an Associate for the West Advisor Group to provide licensed financial and administrative support to the sponsoring advisor. The role focuses on securities and advisory products, life/health/annuity products, and collaboration with advisors to serve Thrivent members and clients.

Position entails facilitating seminars, assisting with referrals and marketing, handling applications, and maintaining confidentiality of sensitive information while building a trusted member

Qualifications

• Associates can be fully licensed, securities licensed, or insurance licensed.
• Active engagement in customer interactions and financial product discussions.
• Ability to collaborate with financial representatives and support services.

Responsibilities

• Handle sensitive communications with members and respond to inquiries.
• Assist with seminars, workshops, and marketing activities.
• Support product applications and client meetings with accuracy.
• Research and prepare information for investment product recommendations.
• Collaborate with representatives to implement business plans and client solutions.

Skills

Customer service

Multitasking

Communication

Interpersonal skills

Teamwork

Education

Associate degree

Job description

Thrivent Financial is seeking an Associate for the West Advisor Group to provide licensed financial and administrative support to the sponsoring advisor. The role focuses on securities and advisory products, life/health/annuity products, and collaboration with advisors to serve Thrivent members and clients.

Position entails facilitating seminars, assisting with referrals and marketing, handling applications, and maintaining confidentiality of sensitive information while building a trusted member