Thrivent

Director of Operations

Thrivent

full-time

Posted on:

Location Type: Office

Location: Belmond • Iowa • United States

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Salary

💰 $90,000 - $150,000 per year

Job Level

Lead

About the role

  • Lead, mentor, and develop a team of financial advisors
  • Set performance goals, conduct regular performance reviews, and provide feedback
  • Ensure team members adhere to compliance and ethical standards
  • Foster a collaborative and supportive team environment
  • Develop and implement strategies to grow the client base and increase assets under management
  • Accountable for hitting personal and team sales targets
  • Communicate complex financial concepts in a clear and understandable manner
  • Prepare and present detailed reports on investment performance and financial plans
  • Identify opportunities for new services and product offerings
  • Provide one-on-one financial guidance and connect clients to products, services and unique membership benefits
  • Run client meetings and compose meeting notes
  • Preparation for and follow up from client meetings including, but not limited to, obtaining client documents and statements
  • Counsel and advise prospective and current clients on suitable financial products and investment advisory services
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Precisely and promptly open and complete product applications
  • Accept and/or enter securities trade orders from customers, including unsolicited trade orders precisely and promptly
  • Assist client with product changes
  • Obtain client financial and/or suitability information
  • Manage sensitive client communications, including confidential information, and respond promptly through verbal and written channels to maintain a high level of customer satisfaction.
  • Maintain compliance standards and education requirement for all licenses and certifications necessary for the work within Emerald Financial Group
  • Facilitate and/or co-present product specific seminars and/or workshops as necessary
  • Attend and participate in client events, workshops, business events, and fraternal events and meetings
  • Participate in business planning for the practice as needed
  • Participate in weekly team meetings

Requirements

  • Minimum 3 years of experience in the financial industry
  • Minimum 3 years of experience overseeing others
  • Securities license (6/63, 7/66 or 7/63 & 65) and Life, Health and Annuity license may be required with 180 days of hire.
  • Strong interpersonal skills
  • Complete knowledge of financial products used by the firm
  • Thorough understanding of the technology used by the firm and how it applies to clients
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
Benefits
  • Bonus opportunities
  • 401k 3% match
  • Generous PTO and paid holidays
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advisinginvestment advisorysecurities tradingfinancial planningcompliance standardsperformance reviewsclient relationship managementproduct knowledgeinsurance analysisbusiness planning
Soft Skills
leadershipmentoringcommunicationinterpersonal skillscollaborationcustomer satisfactionorganizational skillsproblem-solvingtime managementintegrity
Certifications
Securities license (6/63, 7/66 or 7/63 & 65)Life licenseHealth licenseAnnuity license