Relationship Center Advisor - Insight Planning Group at Thrivent

Thrivent • Saint Louis, MO

271d • $85,000 - $95,000 • Remote

About The Position

At Insight Planning Group, part of Thrivent, we believe in helping individuals, families, and businesses make informed financial decisions that align with their values. With a mission to strengthen communities and guide people to live more fulfilling lives, we are dedicated to offering a wide range of financial services and solutions. Our firm is guided by four core values that define how we work: • Be Caring: We prioritize our clients' well-being and demonstrate genuine concern for their financial futures. • Be Real: We commit to transparency, authenticity, and honest communication in all our interactions. • Be Generous: We give freely of our time, knowledge, and resources to serve our clients and community. • Be Hungry: We continually strive for growth, improvement, and excellence in everything we do. Our firm currently serves 400 families through our managed account business with $200 million in assets under management, and we maintain product relationships with an additional 1,300 families. Position Overview: We are seeking a Relationship Center Advisor to join our Insight Planning Group at Thrivent. As a Relationship Center Advisor, you will play a vital role in developing and strengthening relationships with clients who have managed accounts. This position focuses on providing exceptional service to clients, ensuring their financial goals are met, and fostering long-term relationships that align with our core values.

Requirements

• Bachelor's degree in Finance, Business, or related field, or equivalent experience.
• Minimum of 2 years in a client-facing role, ideally in financial services, investment management, or a similar field.
• Strong interpersonal and communication skills with the ability to build trust and rapport with clients.
• Ability to present complex financial information in an understandable and approachable manner.
• Solid understanding of managed accounts, investments, and financial planning concepts.
• A client-centric approach with a strong desire to foster relationships and grow business.

Nice To Haves

• FINRA Series 7 and Series 66 licenses (or ability to obtain within a reasonable timeframe).
• State-specific licenses may also be required.

Responsibilities

• Meet with existing managed account clients to assess their financial needs, goals, and objectives.
• Engage in regular proactive outreach to ensure clients' needs are being met and expectations exceeded.
• Build and deepen relationships with clients, providing personalized financial advice and guidance.
• Work collaboratively with clients to develop customized financial strategies.
• Maintain and grow our managed account business by identifying new opportunities for account expansion.
• Partner with other members of the Insight Planning Group to deliver holistic financial plans.
• Maintain accurate client records and ensure compliance with all regulations.
• Deliver exceptional service to retain clients and increase client satisfaction.

Benefits

• Retirement plan: 3% safe harbor contribution.
• PTO: 10 days initially.
• Comprehensive benefits including health, dental, vision, 401(k), and more.
• Ongoing training and career development opportunities.
• Flexible Work Arrangement: Hybrid or fully remote position.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree