Thrivent

Associate Financial Advisor - Pacific Northwest Consultants

Thrivent • $100K — $140K *
US-AnywhereRemote in Spokane, WA
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Series 7 and 66 or Series 7, 63 and 65 securities registration required.
  • Life, Health, and Annuities registration in the candidate's resident state.
  • 2+ years of demonstrated customer service experience preferred.
  • Ability to manage multiple tasks under pressure without sacrificing quality.
  • Integrity in handling sensitive and confidential information.

Responsibilities

  • Support advisors by handling sensitive client communications effectively.
  • Conduct product seminars and workshops as needed.
  • Track and analyze fund performance for WRAP accounts.
  • Participate in business planning activities for the practice.
  • Counsel clients on suitable financial products and investment advisory services.
  • Process securities trade orders and manage applications.
  • Conduct research for making informed product recommendations.

Benefits

  • Simple IRA offered to employees.
  • Healthcare stipend available.
  • Flexible vacation benefits provided.
Full Job Description
Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Pacific Northwest Consultants is a client-centered financial practice with a focus on personalized, fiduciary-driven advice and long-term client relationships. This is a full-time role that is located in Spokane, WA with the option of fully remote for qualified candidates.

As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, 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.)
  • Obtain member/customer financial and/or suitability information
  • 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 Advisors in the preparation and follow up for the member/customer meetings
  • Collaborate with financial representatives to assist client 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 Pacific Northwest Consultants.

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:

  • Planning/Organizing
  • Analytical thinker
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility


Requirements
  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Required
  • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
  • Demonstrated customer service orientation/experience, 2+ years preferred.
  • 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.
  • Previous administrative/secretarial experience desired.


As part of Pacific Northwest Consultants recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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.


Compensation and Benefits
  • $100,000 - $140,000 including bonus
  • Simple IRA
  • Healthcare stipend available
  • Flexible vacation benefits

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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