Practice Support Associate

3 weeks ago


White Bear Lake, Minnesota, United States Thrivent Financial Full time
Job Description

The Wellspring Advisor Group is an independent financial services practice of Thrivent Financial. Our team of experienced financial advisors, led by Nick Rasmussen and Roger Schlichting, has a combined 33 years of direct financial services industry experience. We take a comprehensive-based approach to helping our clients achieve multiple financial goals.

Key Responsibilities:

  • Assist financial representatives in preparing and following up on client meetings
  • Collaborate with advisors to assist clients with account/product changes
  • Communicate with clients via phone, email, and text
  • Obtain customer financial information
  • Utilize electronic and paper application systems to facilitate new account or servicing existing accounts
  • Support advisor and client questions and transactions with brokerage, mutual fund, annuity, and/or insurance products
  • Accept and/or enter incoming and outgoing transactions and trade requests
  • Provide fund/account values and answer product-related questions
  • Collaborate with the Director of Financial Planning and Operations to support and improve financial planning services

Requirements:

  • Securities and insurance registration (series 7 & 66 or 6 & 63 along with life, health insurance)
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint)
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information

Additional Information:

Thrivent Financial is an equal opportunity employer and welcomes applications from diverse candidates. We are 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.



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