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Support Advisor- Parallel 45 Associates

2 months ago

Keizer, Oregon, United States Thrivent Financial Full time

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.

Position Roles/Responsibilities/Accountabilities

  • 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
  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
  • 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

Parallel 45 Associates Specific Tasks

Quarterly Reviews

  • Participate in In-person managed account annual reviews (MAAR) with Rep of Record
  • Conduct quarterly phone/zoom reviews with Advisor clients.
    • Input notes in SF
    • Stay informed of economic factors influencing portfolio changes.
    • Be cognizant of business/service opportunities.
  • Schedule quarterly reviews with Advisor clients

Complete Applications for new Advisor Accounts

  • Track money movement rollovers/transfers/initial contributions

Account Service

  • Process RMDS
    • Ensure all RMDs are met each year for all managed accounts.
  • Complete account maintenance tasks
    • Householding accounts
    • Assisting clients with distribution requests
  • Process Death Claims
  • Update bank information
  • Change/update beneficiaries
  • Assist in QCDs, conversions, withdrawals
  • Assist clients with tax forms

Attend Team Functions

  • Annual & mid year retreats
  • Business Development Conference
  • Market Updates
  • Community Events (Yard Sale Pit Stop, Keizer Community Dinner)

Team Assistance

  • Other duties as assigned- All team positions have a variety of tasks with some that overlap. It is expected that each member be willing to assist other positions if needed.

Position Qualifications

  • Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the associate must be:
    • Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
    • Appropriately insurance licensed/appointed for sale of all life/health and variable products
  • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
  • Previous administrative/secretarial experience desired

Competencies

  • Planning/Organizing
  • Analytical thinker
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the sponsoring financial advisor
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

Hours

Model week

The Support Advisor position is a full-time position. We have structured the base compensation on a 40-hour work week, Monday through Friday, 9:00 to 5:00. These hours will need to be flexible as we often meet with clients in the evenings to accommodate their schedules. If daily hours extend into the evening, they can be deducted from Friday for a partial day.

The Support Advisor position will be an "in office" position. After 12 to 18 months, we can discuss the possibility of occasional remote hours once the position has been solidified, training completed, and performance is meeting expectations. Culture is a high value with our team. Because of that we are intentional with being together in the office to both maintain and strengthen the relationships with our teammates.

If outlined tasks are completed with hours to spare within the work week, it would be expected that the Support Advisor would help teammates with other tasks.

Pre-Hire Requirements

  • Complete background check and requirements with Thrivent.
  • Pass series 66, SIE, Series 7 top-off, and Life Health & Annuity exams.
  • Conduct 6 market surveys.

Base Compensation

Starting compensation for the Support Advisor position will be $50,000 salary per year, paid as 1099.

As part of Parallel 45 Associates' 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.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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 or call and request Human Resources.