Financial Services Team Lead- Thrivent
3 days ago
We are seeking an experienced Financial Services Team Lead to join our team at Thrivent. The successful candidate will oversee the planning department, manage team members, and develop processes to drive business growth.
The ideal candidate will have 1-2 years of industry experience, with certifications such as CFP or CFA highly desired. A bachelor's degree in finance, accounting, or economics is also preferred. Strong organizational and communication skills are essential for success in this role.
Key Responsibilities- Prepare and update written plans and presentation material for client meetings
- Research and respond to client inquiries
- Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
The estimated salary for this position is $85,000-$115,000 per year, plus possible bonus compensation. This position is eligible for team bonuses ranging from 0-10% of annual salary and a monthly stipend toward employee benefits.
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Auburn, Washington, United States Thrivent Full timeJob OverviewThrivent is seeking a skilled Planner Operations Manager to lead our planning department and drive business success. The successful candidate will oversee team members, develop processes, and create financial plans that meet client needs.The ideal candidate will have 1-2 years of industry experience, with certifications such as CFP or CFA highly...
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