Our Team
Infinity Financial Advisors is a growing independent financial services practice of Thrivent. We specialize in planning around one’s retirement and legacy. Our philosophy is that money is a tool given to us by God.
About Thrivent
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
The Service Advisor meets the needs of clients as determined by the Lead Advisor while sometimes identifying client needs themselves. Their client responsibilities include preparing and implementing financial plans, tracking correspondence, actively participating in client meetings, and working on follow-up items after meetings. Service Advisors are also expected to help retain existing clients by providing outstanding service. In addition to team and client responsibilities, Service Advisors may have growth and firm responsibilities as well, such as contributing to strategi initiatives. The points below cover the general support and advisory responsibilities:
General Support
Carries out planning, analysis, investment, and other decisions that affect client relationships, consulting with the Lead Advisor on complex decisions as needed.Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals.Leverages the time and expertise of Lead Advisor by assisting them and at times replacing them in the execution of steps in the client service process.Advisory
Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.Works with lead advisors to discuss, review and finalize financial planning assumptions and design decisions.Works with clients, under the supervision of Lead Advisor, to obtain information and prepare risk profiles and investment policy statements.Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.Develops asset allocation strategies and works independently or with Investment Team to implement.Rebalances portfolios as directed by the Lead Advisor.Participates in a segment of client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities.Research new investment products and vendorsFacilitates the adoption of new technology by client service teams and trains other as necessary.Advises clients on appropriate financial products in the context of their plans.*Additional responsibilities may be assigned in accordance with business needs
Requirements
Bachelor’s degree in finance, economics, business, or a related fieldSeries 7 and 66 licenses and insurance license requiredMinimum of 3 years experience in financial planning or wealth managementStrong understanding of financial markets, investment products and tax strategiesExcellent communication and interpersonal skills, with the ability to build rapport and trust with clientsProven track record of delivering exceptional service and results for clientsCommitment to upholding the highest ethical standards and fiduciary duty to clientsAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.Desired characteristics
Detail-oriented and organizedInterpersonal skillsTeamwork and collaborationAdaptability/FlexibilityAbility to independentlyMicrosoft Office Suite experienceSalesforce or similar CRM experienceCompensation and benefits
Competitive salary and performance-based incentivesAs part of the Infinity Financial 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.
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.