Associate - Northwest Pinnacle Group - Moscow, Idaho

Thrivent•Moscow, ID

43d•$75,000 - $120,000•Hybrid

About The Position

Northwest Pinnacle Group, an independent financial services practice of Thrivent in Moscow, Idaho, is seeking an Associate Financial Advisor to join their growing team. This is a full-time, client-facing role focused on supporting financial advisors and clients within a collaborative team structure. The practice emphasizes personalized, fiduciary-driven advice and long-term client relationships. The role offers a hybrid work option for qualified candidates.

Requirements

Active Securities (Series 7 and Series 66) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Nice To Haves

2+ years in financial services
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor, our products and services, and Thrivent Financial
Strong communication and client relationship skills

Responsibilities

Serve as a primary or co-point of contact for clients
Support financial planning analysis and plan preparation
Execute account setup, trades, and product implementation
Assist with business development and client outreach
Maintain compliant documentation and licensing
Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications
Additional responsibilities may be assigned in accordance with licensure and business needs