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Thrivent · 1 day ago

Associate Financial Advisor - Coastal Wealth Advisors

Thousand Oaks, CA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $110K/yr

3+ years exp

Thrivent is a different kind of financial services firm focused on generosity and helping clients build financial well-being. They are seeking an Associate Financial Advisor to support existing clients, maintain relationships, and assist Lead Advisors with client meetings and inquiries.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Jennifer Kendzior

Responsibilities

Maintain existing client relationships through processing client requests, resolving client questions, and making sure client information and documentation are up to date

Work independently with minimal supervision servicing and maintaining strong relationships with existing clients

Maintain contact with clients to provide and/or obtain information, and answer product-related questions, and assist with transactions and service requests

Assist Lead Advisors in the preparation and follow-up for client meetings

Update and maintain client information in several planning tools, including Salesforce, Money Guide Pro, Morningstar, and others

May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications

Complete electronic and paper service forms and new business applications

May accept and/or enter trade orders from clients, including unsolicited trade orders

Seek to identify potential sales opportunities with new and existing clients

Partner with Financial Advisors to help close the opportunity

May sit second chair in meetings to take notes

May handle all post meeting tasks

Other responsibilities as assigned by the Lead Advisor

Qualification

Securities registrationFinancial services experienceCustomer service orientationSalesforceMicrosoft OfficeAnalytical thinkingInterpersonal skillsCommunication skillsTeam collaborationAdaptability

Required

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration

Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Previous financial services experience desired, 3-5 years preferred

Demonstrated customer service orientation/experience, 3+ 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

Preferred

Previous financial services experience desired, 3-5 years preferred

Demonstrated customer service orientation/experience, 3+ years preferred

Benefits

Participation in a Simple IRA plan with employer match

Option of medical stipend

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 (10)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)