Financial Services Professional
3 weeks ago
Ridgestone Team, a leading financial services practice for Thrivent, is seeking a talented individual to join their team. As a Financial Associate, you will have the opportunity to learn and grow with a top-producing team, leveraging their expertise and infrastructure to accelerate your career.
This unique role provides a balance of learning and development, as well as production responsibilities. You will work closely with experienced advisors, receiving mentorship, coaching, and training in cutting-edge industry best practices. As you demonstrate drive, aptitude, and cultural fit, you can advance towards a Lead Advisor role on the team.
Key Responsibilities:- Learn and understand the entire operation of Ridgestone Team
- Participate in joint fieldwork with advisors to build expertise and learn best practices
- Meet with new and existing clients to build relationships and grow a book of business
- Solicit and sell appropriate products, complete applications, and service existing clients/contracts
- Position products, services, and strategies to help clients gain financial clarity
- Maintain existing client relationships through processing requests, resolving questions, and updating client information
- Build proficiency in common advice tools and platforms
- Participate in events to attract new clients and provide financial education to the local community
- Research and respond to client inquiries
- Finalize, submit, and track client paperwork for account and application changes
- Collaborate with Lead Advisor on complex scenarios
- Schedule, prep, and document client meetings
- Securities registration required (SIE, Series 7 and 66, or 7, 63 & 65)
- Life, Health, and Annuities registration required
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
Ridgestone Team is an equal opportunity employer and 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 HR@Thrivent.com or call and request Human Resources.
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