Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
About Tailored Financial Solutions
At Tailored Financial Solutions, we are passionate about helping individuals and families make wise financial decisions that bring clarity, confidence, and lasting security. As a Thrivent team practice, we provide personalized financial guidance rooted in each client's unique values, goals, and vision for the future. We believe financial planning is not just about managing money, but about creating opportunities for people to live meaningful lives and support the people and causes they care about. Our mission is to provide principled and innovative financial guidance that brings both mental and financial clarity and security to our clients. By combining trusted financial expertise with creative problem-solving and a commitment to staying ahead of industry changes, we help clients navigate life's opportunities and challenges with confidence. Our goal is to create such an exceptional client experience that families are proud to refer us to future generations. We are seeking team members who share our commitment to service, integrity, innovation, and relationship building. If you're energized by helping others, thrive in a collaborative environment, and want to be part of a team that values both professional excellence and meaningful impact, we'd love to connect with you.
Job Description
As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Tailored Financial Solutions including:
Position Roles/Responsibilities/Accountabilities
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
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Obtain member/customer financial and/or suitability information
Assist financial representatives in the preparation and follow up for the member/customer meetings
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.) 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
Requirements
Ability to obtain securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
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
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.
Qualities that stand out are:
Teamwork and Collaboration
Planning/Organizing
Effective communication
External/Internal Dependencies
Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization…