Thrivent

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Thrivent$100K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Securities licenses (Series 7 and 66 or Series 7, 63 and 65) and state Life, Health, and Annuities registration required.
  • 3-5 years of experience in Financial Services as a licensed Advisor.
  • CFP certification preferred.
  • Proficient in Money Guide Pro, Wealthscape, Morningstar, and Salesforce.
  • Strong attention to detail and ability to manage multiple tasks under pressure.

Responsibilities

  • Support clients in investment planning and insurance solutions alongside the Lead Advisor.
  • Facilitate product seminars/workshops to educate clients and prospects.
  • Conduct research for investment recommendations and suitability assessments.
  • Manage sensitive communications and ensure high customer satisfaction.
  • Assist in the preparation and follow-up for client meetings and documentation.

Benefits

  • Simple IRA with Employer Match.
  • Health Benefit Stipend offered.
Full Job Description
Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives. We are growing and adding an Associate Financial Advisor to our team.

In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth. This is a full-time role that is a hybrid role (will consider remote candidates who reside in the Pacific or Mountain Time zone)

As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including:
  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
  • Facilitate and/or co-present product specific seminars and/or workshops as necessary
  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
  • Participate in business planning for the Practice as needed
  • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
  • Open and complete product applications
  • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Assist financial representatives in the preparation and follow up for the member/customer meetings
  • Collaborate with financial representatives to assist clients with product changes
  • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
  • Additional responsibilities may be assigned in accordance with licensure and business needs


You will be employed/contracted by Afton Union Financial Group .

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:
  • Motivated Self-Starter
  • Analytical thinker
  • Customer Service Focused
  • Clear and professional communication
  • Strong attention to detail and follow through


Requirements
  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required
  • CFP preferred but not required
  • Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
  • 3-5 years of experience in Financial Services as a licensed Advisor
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial


External/Internal Dependencies
  • Must be able to work with all roles of the sponsoring financial advisor
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations


Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits
  • $100,000 - $140,000 Annual compensation
  • Simple IRA with Employer Match
  • Health Benefit Stipend offered

About Thrivent

Thrivent Financial create financial strategies that help Christians be wise with money and live generously. They offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, they have helped their member-owners show God's love to others by being good stewards of the gifts they've been given.

Thrivent Careers

Join Thrivent's dynamic team and discover a career where your skills, leadership, and innovation can flourish. As a leading financial services organization, Thrivent offers unparalleled job opportunities that empower you to help individuals make wise money choices that reflect their values. With a commitment to diversity, equity, and inclusion, Thrivent is not just a company; it's a community where you can grow both personally and professionally. Work You’ll Do At Thrivent, you will be part of a culture that fosters growth and leadership. Our team is dedicated to providing financial advice that aligns with our clients' values and goals. By joining our team, you will use your professional expertise to support our mission of helping people achieve financial clarity, enabling lives full of meaning and gratitude. Thrivent's employment opportunities span a range of disciplines, from financial services to information technology, all united by a common goal to improve our members' financial well-being. Whether you are looking for a full-time position or an internship, Thrivent offers a path that complements your career aspirations. Innovative Work Engage in innovative work that matters. Thrivent leads the way in developing new strategies and solutions that respond to the changing needs of our members. With a focus on continuous improvement and cutting-edge financial tools, your work at Thrivent will challenge and inspire you every day. Be Part of a Great Team Thrivent’s team is its greatest asset. Here, you will find a supportive network of colleagues who are passionate about making a positive impact. Our collaborative environment encourages networking and sharing ideas, making it the perfect place to advance your career. Thrivent’s commitment to professional development and leadership training ensures that every team member has the resources to succeed. Benefits and Growth Thrivent recognizes the importance of benefits that support not only your professional growth but also your personal well-being. Our comprehensive benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Moreover, we offer unique benefits like financial planning services and volunteer opportunities that reflect our commitment to values-based living. Explore Thrivent Jobs Ready to take the next step in your career? Explore the exciting job opportunities at Thrivent. From internships to leadership roles, Thrivent is hiring across various departments. Equip yourself with a strong resume and prepare for an interview process that values your experience and potential. Stay Connected Keep up to date with the latest from Thrivent Careers by joining our talent network. Receive personalized job alerts and insider tips directly to your inbox. Discover the diverse, rewarding career opportunities awaiting you at Thrivent. Join Thrivent’s mission today and be part of a company that values leadership, innovation, and diversity. Your journey towards a fulfilling career starts here. Explore positions that match your skills and interests and become part of a team that’s dedicated to making a difference. SEARCH THRIVENT JOBS Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await at Thrivent.
Learn more about Thrivent
Size
10,000 employees
Industry
Founded
1902

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