Associate Financial Advisor - Tailored Financial Solutions (Rogers, AR)

Thrivent•Rogers, AR

30d•Onsite

About The Position

Thrivent is a financial services firm focused on generosity, helping clients build, grow, and protect their financial well-being through purpose-based advice, investments, insurance, banking, and generosity programs. Tailored Financial Solutions, a Thrivent team practice, is passionate about guiding individuals and families to make wise financial decisions, providing personalized guidance rooted in client values, goals, and vision. Their mission is to offer principled and innovative financial guidance for mental and financial clarity and security, creating an exceptional client experience for future generations. They are seeking team members who share their commitment to service, integrity, innovation, and relationship building, and who are energized by helping others in a collaborative environment.

Requirements

Ability to obtain 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.
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

Nice To Haves

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

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
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Obtain member/customer financial and/or suitability information
Assist financial representatives in the preparation and follow up for the member/customer meetings
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.)
Collaborate with financial representatives to assist client 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