What are the responsibilities and job description for the Associate Financial Advisor - Pacific Northwest Consultants - Spokane, WA position at Thrivent?
Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, we make an impact in the lives of the people we serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Our vision is to offer our clients sound financial guidance and exceptional personal service, creating a long-term relationship based on confidence. We strive to be the financial professionals that you choose first, use the most and grow with throughout your life. This is a full time role.
As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, including:
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. Our ideal candidate is:
Compensation And Benefits
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, we make an impact in the lives of the people we serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Our vision is to offer our clients sound financial guidance and exceptional personal service, creating a long-term relationship based on confidence. We strive to be the financial professionals that you choose first, use the most and grow with throughout your life. This is a full time role.
As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, including:
- Self-motivated with a strong sense of ownership and accountability for delivering results
- Proactive problem-solver who thrives with minimal supervision
- Strong self-starter mindset with the ability to prioritize and manage multiple tasks
- Ability to foster relationships with existing and new clients/members
- Managing office services by ensuring office operations and procedures are organized, effective, and efficient. Creating and implementing new systems/processes to drive effectiveness and efficiency as needed
- Utilizing data analysis input tools
- Answering basic questions for clients (license may be required for some)
- Assist Financial advisors in the preparation and follow up for the client/member meetings
- Filling out necessary forms for opening or maintaining accounts
- Maintain contact with clients to provide/obtain information
- Allocating tasks and assignments to team based on appropriate roles and coordinate team roles to ensure maximum efficiency
- Performing review and analysis of special projects and keeping team properly informed
- Determining current trends and providing reviews to team to act on as needed
- Assisting in the onboarding process for new hires
- Establishing a reference for the office by outlining necessary procedures
- Researching products, product pricing, and contacting carriers for information
- Interfacing with the broker-dealer or custodian to obtain information, account data, and convey service requests
- Develop, implement, and monitor procedures, policies, or standards in client service model processes
- Maintain information in the Client Relationship Management system
- Other responsibilities as assigned by the lead advisors
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. Our ideal candidate is:
- Demonstrated customer service orientation/experience required while working in a fast- paced office environment
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, databases – SalesForce) or ability to quickly learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- 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.
Compensation And Benefits
- Base salary ranging from $75,000 to $85,000, depending on experience, with additional performance-based incentive compensation.
- Medical Reimbursement Plan and Individual Retirement Account
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Salary : $75,000 - $85,000