Practice Support Associate
3 weeks ago
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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