Associate Financial Advisor – Pacific Northwest Consultants

Thrivent•Spokane, WA

6d•Hybrid

About The Position

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. Pacific Northwest Consultants is a client-centered financial practice with a focus on personalized, fiduciary-driven advice and long-term client relationships. This is a full-time role that is located in Spokane, WA with the option of fully remote for qualified candidates. As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants.

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration Required
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor.
Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.
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.
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.

Nice To Haves

Previous administrative/secretarial experience desired.

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
Conducting 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.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering 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 Advisors in the preparation and follow up for the member/customer meetings
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