Thrivent

Associate - Monarch Group - Lakewood, CA

Thrivent$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in financial services or advisory support preferred.
  • High school diploma required; higher education in financial services is a plus.
  • California Life and Health Insurance License is necessary.
  • FINRA registrations: Series 7 and Series 66 (or Series 63 and 65) required.
  • Strong proficiency with office technology and financial systems is expected.

Responsibilities

  • Prepare forms and process client transactions and trades.
  • Communicate professionally with clients, ensuring timely follow-ups and scheduling.
  • Assist in practice operations, including calendar management and mail processing.
  • Conduct research on client inquiries and prepare for meetings.
  • Submit paper and electronic applications and maintain client records.
  • Prepare product illustrations and assist in proposals and presentations.
  • Document client interactions and service activity accurately.

Benefits

  • Simple IRA with a 3% employer match.
  • Earned Paid Time Off.
  • Sick Pay.
Full Job Description
The Associate provides high-quality client service and advice, as well as operational support to Benjamin Koehlinger and the Monarch Group. This role serves as the primary contact for assigned developing and emerging client relationships, while also supporting the advisor's established and growth client base. Responsibilities are approximately evenly split between these two areas.

The Associate contributes to the firm's long-term growth by delivering consistent, compliant, and detail-oriented service and advice, and by independently executing client requests, transactions, and day-to-day practice operations within established firm processes and licensing guidelines. The ideal candidate is highly organized, client-focused, and professional, with strong communication, time-management, and problem-solving skills. This position offers opportunities for professional growth, including support for required licensing and ongoing development.

This position is employed by and reports directly to Benjamin R. Koehlinger.

Associate Position Responsibilities:
  • Support client service needs by preparing forms, processing transactions and trades, and coordinating service requests.
  • Provide responsive and professional client communication, including scheduling coordination, account maintenance support, and follow-up on outstanding items.
  • Assist with practice operations, including calendar management, mail processing, client communications, and maintaining accurate client records.
  • Research client inquiries and assist with meeting preparation and post-meeting follow-up, including notes organization.
  • Prepare, process, and submit paper and electronic applications, service documents, and account updates.
  • Run product illustrations and support proposal and presentation preparation.
  • Communicate professionally and effectively with clients, the practice team, Thrivent home office partners, and third-party providers.
  • Maintain accurate and timely documentation of client interactions, transactions, and service activity.
  • Adhere to established workflows, service standards, and compliance requirements.
  • Perform additional administrative duties or special projects as assigned, based on business needs and level of experience.
  • Conduct client interactions and advice-related activities in alignment with licensing and supervisory guidelines.


Position Qualifications & Competencies:
  • Ability to work independently with minimal supervision following training.
  • Demonstrated collaboration through proactive communication and contribution to team objectives.
  • Strong organizational skills with exceptional attention to detail and task follow-through.
  • Professional, clear, and concise written and verbal communication skills.
  • Ability to manage multiple priorities, deadlines, and communication channels simultaneously.
  • Strong analytical, problem-solving, and decision-making capabilities.
  • Effective time-management skills, including the ability to prioritize work and manage frequent interruptions.
  • Commitment to delivering an excellent client experience while minimizing client effort.
  • Client-focused mindset with the ability to build and support long-term client relationships.
  • Proven ability to handle sensitive and confidential information with discretion and integrity.
  • Familiarity with financial services terminology and advisory practice environments.
  • Flexibility and adaptability in response to changing priorities, procedures, and business needs.
  • Functional proficiency with technology, systems, and office tools used in a financial services environment, with the ability to quickly learn new platforms and firm-specific tools.


Experience & Education:
  • Prior experience supporting client service and transactions in financial services or advisory practice (2+ years preferred).
  • High school diploma required; additional education in a financial services-related field preferred.
  • California Life and Health Insurance License.
  • FINRA registration: Series 7.
  • FINRA registration: Series 66, or 63 and 65.


Compensation and Benefits
  • Total Compensation: $80,000 - $110,000 (based on experience and performance)
  • Simple IRA with 3% employer match
  • Earned Paid Time Off
  • Sick Pay

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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