[Remote] Associate Financial Advisor – Pacific Northwest Consultants

Note: The job is a remote job and is open to candidates in USA. Pacific Northwest Consultants, an independent financial services practice of Thrivent, is hiring an Associate Financial Advisor to support its financial advisors and clients. The role provides client-facing financial and investment guidance, assists with insurance and securities transactions, and supports client meetings, business planning, and marketing activities.

Responsibilities

• 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

Skills

• • 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
• • Demonstrated customer service orientation/experience
• • 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
• • 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
• • Demonstrated customer service orientation/experience, 2+ years preferred
• • Previous administrative/secretarial experience desired

Benefits

• Simple IRA
• Healthcare stipend available
• Flexible vacation benefits
• Fully remote option for qualified candidates
• Bonus (included in the $100,000 - $140,000 compensation range)

Company Overview

Company H1B Sponsorship