Job title: Associate Financial Advisor- Valley Consulting Group
Company: Thrivent
Job description: Organization/Business Overview:The Valley Consulting Group, an established financial services practice for Thrivent with offices in Albuquerque, NM and Mesa, AZ is looking for a full-time Associate Financial Advisor for either of our locations. We’re hiring motivated people to join our team. If you have a heart for service and a passion for helping others, we’d like to connect with you.Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation’s largest fraternal benefit society, we’re here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.Position summary:This role is critical to our client experience, and we are seeking a candidate who aligns with our team values of integrity, respect, honesty and a desire to achieve a high level of success while maintaining a healthy work/life balance. If selected for this position, you would work side-by-side with our veteran lead advisors to provide exceptional service, financial planning and investment guidance to new and existing clients. The Associate reports to and is employed/contracted by the financial representative. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Salary and benefits are commensurate with experience level and licensure status, but include a base salary and commission, employer sponsored retirement plan and paid holidays/vacation time. This position requires both in office and working remotely.Position Responsibilities:
- Support lead advisors and team members with new and existing client reviews, service and planning processes.
- Maintain accurate and detailed client records and notes and ensure confidentiality with sensitive client information.
- Represent the team in the community and attract new clientele.
- Participate in team meetings and client events.
- Maintain and execute a personal growth and continuous learning plan.
Position Qualifications:
- Industry experience, licensing (LHA, Series 7/66) and designations preferred but not required, however licensing will become a condition of employment after hire.
- Ability to work independently and within a team and to prioritize and manage multiple time-sensitive tasks.
- Strong verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Office is required and experience with client data base systems, investment software and tools are a plus.
compensation: $40,000-$60,000 plus commission and benefitsAs part of the sponsoring financial advisor 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.Pay TransparencyThrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.
Expected salary: $40000 – 60000 per year
Location: Mesa, AZ
Job date: Wed, 17 Jul 2024 04:20:30 GMT
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