Remote Financial Services Associate – Advisory Support

Thrivent; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

Thrivent Financial for Lutherans seeks an organized Associate to provide licensed financial and administrative support to our sponsoring financial advisor and team. You will be a resource for Thrivent Financial for Lutherans Financial Advisors, assisting with securities, investment advisory products, and insurance offerings.

Responsibilities include preparing cases and proposals, supporting client meetings, assisting with marketing programs, and ensuring compliance and accuracy in member and

Qualifications

• Must be licensed or willing to obtain securities licenses (Series 7/66) or insurance licenses.
• 2+ years of customer service or financial services experience.
• Ability to manage multiple tasks with accuracy and discretion.
• Willingness to collaborate with financial representatives and internal teams.

Responsibilities

• Support product seminars and workshops as needed.
• Assist with fund selection criteria and performance tracking.
• Open and process product applications and client documentation.
• Support marketing services including direct-mail and seminars.
• Maintain confidentiality of member and client information.

Skills

Customer service

Communication

Teamwork

Adaptability

Organization

Education

High school diploma or equivalent

Associates license readiness (depending on role)

Tools

FINRA Series 7/66

State insurance licenses

Job description

Thrivent Financial for Lutherans seeks an organized Associate to provide licensed financial and administrative support to our sponsoring financial advisor and team. You will be a resource for Thrivent Financial for Lutherans Financial Advisors, assisting with securities, investment advisory products, and insurance offerings.

Responsibilities include preparing cases and proposals, supporting client meetings, assisting with marketing programs, and ensuring compliance and accuracy in member and