Wealth Advisory Support Associate

Thrivent; Lakewood (WA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Simple IRA with 3% employer match

Earned Paid Time Off

Sick Pay

Job summary

Monarch Group, an independent financial services practice of Thrivent Financial, seeks an Associate to support client service and advisory operations. You will act as the primary contact for developing client relationships while assisting the advisor’s growth client base.

The role partners with Benjamin Koehlinger to analyze client needs, prepare forms, process trades, and coordinate service requests with a focus on accuracy and compliance.

Qualifications

• 2+ years experience in client service/support in financial services preferred.
• High school diploma required; additional finance-related education preferred.
• California Life & Health Insurance License required.
• FINRA Series 7 registration required.
• FINRA Series 66 or 63/65 registrations required.

Responsibilities

• Prepare forms, process transactions and trade activities, coordinate service requests.
• Provide professional client communications, scheduling, and account maintenance support.
• Assist with practice operations: calendar management, mail, client records.
• Research client inquiries and assist with meeting prep and follow-up notes.
• Prepare, process and submit applications, service documents, and account updates.
• Run product illustrations and support proposal/presentation prep.
• Communicate with clients, the practice team, Thrivent home office, and third parties.
• Document client interactions and service activity accurately and timely.
• Adhere to workflows, service standards, and compliance requirements.
• Perform additional admin duties or special projects as needed.

Skills

Independent work

Collaboration

Organizational skills

Written & verbal communication

Multitasking

Analytical thinking

Time management

Client-focused

Education

High school diploma

Financial services education

California Life and Health License

FINRA Series 7

FINRA 66/63/65

Job description

Monarch Group, an independent financial services practice of Thrivent Financial, seeks an Associate to support client service and advisory operations. You will act as the primary contact for developing client relationships while assisting the advisor’s growth client base.

The role partners with Benjamin Koehlinger to analyze client needs, prepare forms, process trades, and coordinate service requests with a focus on accuracy and compliance.