Organization/Business Overview:

The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to helping our members/customers achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

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 position provides licensed financial and non-financial support to The sponsoring financial advisor and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the financial Advisors (products offered and advice given depends on level of licensure), serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a financial representative to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. 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.

         

          

Client Support Advisor

Incredible opportunity for the right person to grow both professionally and financially. Become a key player on our values-driven team. If you are a self-starter, high-energy, focused, and hardworking individual, we want to speak to you! While prior financial services or investment experience and licenses are preferred, we welcome individuals with a genuine interest in the industry to apply. You will play a critical role in our client experience, so an outgoing and service-oriented mindset is a must.

The team

Dane Ankeny’s team is a growing financial services practice branch office of Thrivent. We take a broad-based approach to help our clients achieve multiple financial goals. Our practice focuses on clients who are approaching or in retirement, with at least $100,000 in investments.

Thrivent is a faith-based, not-for-profit financial services organization serving more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23).

Position Summary
This position provides support to Dane Ankeny’s clients and its financial advisor team. The individual in this role will:

Maintain client relationships through processing of client requests and transactions and responding to client questions.Assist financial advisors in preparation and follow up for client meetings.Join client meetings in person and virtually, building rapport with clients over time.Work independently with minimal supervision servicing and maintaining strong relationships with clients.Update and maintain client information in several planning tools, including Salesforce, MoneyGuide Pro and Morningstar.Complete electronic and paper service forms and new business applications.Seek to identify potential sales opportunities with new and existing clients, partnering with financial advisors to help close the opportunity.

 *Additional responsibilities may be assigned in accordance with business needs

Requirements

Attainment of life and health licenses: within 12 months of hire, and within 24 months of hire for FINRA SIE, Series 7 and 66.Demonstrated customer service orientation/experience, 2+ years preferred.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.

Desired characteristics

Detail-oriented and organizedInterpersonal skillsTeamwork and collaborationAdaptability/FlexibilityAbility to independently

Compensation and benefits

Competitive salary between $40,000-$50,000 based upon experienceComprehensive benefits package including health, dental and vision insuranceRetirement savings plan with employer matchPaid time off and holiday pay

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

              

Pay Transparency

 

 

 

 

Thrivent 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.