Learn and understand the entire operation of Ascend National Wealth Advisors
Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry
Meet with new and existing clients to build a book of business and grow relationships
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
Position products, services, and strategies to help clients gain financial clarity
Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community
Research and respond to client inquiries
Finalize, submit, and track all client paperwork for account and application changes
Collaborate with Lead Advisor on complex scenarios
Schedule, prep, and document all your client meetings
Characteristics:
Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:
Self-motivated, independent, and driven to succeed with a strong growth mindset
Motivated by helping others and relationship-oriented
A natural coach or guide with strong interpersonal skills
Passionate about living a life of generosity by serving others, not just selling products
Benefits
Generous Paid Time Off401(k) with employer matchPosition Requirements:Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration requiredFive years' experience in the financial services industry, preferably as an advisorStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationAll persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.Pay TransparencyThrivent 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.Health insurance401(k)
Additional Information
Organization/Business Overview:
Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for support, and a passion for helping others reach their financial goals, we'd like to connect with you.
Position Summary:
This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially .
Thrivent · Bellevue, WA