Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Thrivent•Seattle, WA

2d•$100,000 - $140,000•Hybrid

About The Position

Afton Union Financial Group in Seattle, WA, an independent financial services practice of Thrivent, is seeking an Associate Financial Advisor to join their growing team. This role involves working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. The position is highly collaborative, offering deep involvement in client meetings, case preparation, marketing initiatives, and community building. It presents a clear path for long-term growth. This is a full-time, hybrid role, with consideration for remote candidates residing in the Pacific or Mountain Time zone.

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required.
Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired.
3-5 years of experience in Financial Services as a licensed Advisor.
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.

Nice To Haves

CFP preferred but not required.

Responsibilities

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.
Facilitate and/or co-present product specific seminars and/or workshops as necessary.
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts.
Participate in business planning for the Practice as needed.
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services.
Open and complete product applications.
Conduct 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.).
Accept and/or enter securities trade orders from customers, including unsolicited trade orders.
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations.
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
Assist financial representatives in the preparation and follow up for the member/customer meetings.
Collaborate with financial representatives to assist clients 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.