Thrivent

Associate Financial Consultant

Thrivent

full-time

Posted on:

Location Type: Office

Location: Montgomeryville • Pennsylvania • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Client relationship building: develop long term, trust-based relationships by listening to client’s priorities and financial goals.
  • Financial planning: create personalized and actionable financial plans that blend advice with products and services.
  • Goal-oriented guidance: help clients navigate financial complexities and life transitions to achieve goals.
  • Operations: participate and contribute to providing exceptional client experience that meets highest of standards and regulatory requirements.
  • Business development: partner with practice in building new client relationships and sources of revenue through implementation of an integrated marketing strategy.

Requirements

  • 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.
  • 2+ years with Thrivent or equivalent work experience 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 to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
  • 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
Benefits
  • Meaningful work
  • Rewarding career
  • Generosity at the center of saving and investing

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningclient relationship buildingbusiness developmentgoal-oriented guidanceoperationscustomer servicesecurities registrationinsurance licensingLong Term Care trainingadministrative experience
Soft skills
trust-buildinglisteningnavigating financial complexitieshandling multiple tasksmaintaining integrityhigh quality of workadaptabilitycommunicationproblem-solvingattention to detail
Certifications
Series 7Series 66Series 63Series 65Life insurance licenseHealth insurance licenseAnnuities registration