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Thrivent · 7 hours ago

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Bellevue, WA

Full-time

Onsite

Mid Level

$70K/yr - $105K/yr

3+ years exp

Thrivent is a company dedicated to providing personalized financial strategies through Ascend National Wealth Advisors. The Associate Financial Advisor will support financial advisors in delivering investment advisory products and services, while also managing client relationships and marketing efforts.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction

Facilitate and/or co-present product specific seminars and/or workshops as necessary

Participate in business planning for the Practice as needed

Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services

Open and complete product applications

Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)

Obtain member/customer financial and/or suitability information

Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations

Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts

Assist financial representatives in the preparation and follow up for the member/customer meetings

Collaborate with financial representatives to assist client with product changes

Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings

Additional responsibilities may be assigned in accordance with licensure and business needs

Participate in client meeting held by other advisors as directed

Work with CSA to send paperwork for client signature and follow-up as needed until signed

Submit applications that require meeting with the client to complete

Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team

Send appointment follow-up thank you and action items via email (Insights & Next Steps)

Monitor pending recommendation implementation, i.e. ensure that tasks are completed

Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator

Respond to client emails or phone calls: Assess current need of client including timeline Directly respond to items that do not require specific case analysis Communicate between client and planning team or lead advisor to answer questions that do require case analysis

Make calls with clients to request rollovers and transfers of their retirement accounts

Document all client interactions in Salesforce profile

Qualification

Securities registeredWA State LifeHealth insurance licensingCustomer service experienceMicrosoft Office SuiteCommunication skillsAttention to detailWork independentlyCollaborative work

Required

Securities registered (series 7 & 66 or 6 & 63)

WA State Life and Health insurance licensing

3+ years customer service experience

Excellent communication skills, verbal and written

Ability to thrive in high volume, fast paced environment

Strong attention to detail

Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn

Ability to work independently, prioritize tasks, and self-direct to meet deadlines

Ability to maintain the integrity of sensitive/confidential information

Desire to work collaboratively and support peers

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (6)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)