Associate - Ascend National Wealth Advisors

Thrivent•Bellevue, WA

About The Position

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. 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 .

Requirements

Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required
Five years’ experience in the financial services industry, preferably as an advisor
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
As part of Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process.
Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All 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.

Responsibilities

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