Remote Licensed Financial Services Associate

Thrivent; California; Remote; USD 65,000 - 95,000; Full time

Job summary

Thrivent is seeking an Associate who will provide licensed financial and non-financial support to the sponsoring financial advisor. You will help analyze clients, prepare proposals, and assist with marketing and member relations while ensuring compliance with licensing requirements.

The role emphasizes collaboration with financial representatives, handling trade orders, and advising on suitable financial products and investment services. A strong customer service background is valued.

Qualifications

• Associates can be fully licensed, securities licensed, or insurance licensed per role.
• Must be securities registered/insurance licensed/appointed in all states where supporting the advisor.
• Must be willing to complete appropriate state training to sell Long Term Care if part of the position.
• 2+ years of customer service experience preferred.

Responsibilities

• Handle sensitive communications with members/customers and respond to ensure customer satisfaction.
• Assist in presenting product seminars and workshops as needed.
• Identify fund selection criteria and track against indexes (WRAP accounts).
• Participate in business planning for the Practice as needed.
• Counsel and advise members/customers on suitable financial products and investment services.
• Open and complete product applications.

Skills

Planning/Organizing

Analytical thinking

Customer focus

Interpersonal skills

Teamwork

Adaptability

Job description

Thrivent is seeking an Associate who will provide licensed financial and non-financial support to the sponsoring financial advisor. You will help analyze clients, prepare proposals, and assist with marketing and member relations while ensuring compliance with licensing requirements.

The role emphasizes collaboration with financial representatives, handling trade orders, and advising on suitable financial products and investment services. A strong customer service background is valued.