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Financial Planning Associate

2 months ago

Albuquerque, New Mexico, United States Thrivent Financial Full time

Company Overview:

Thrivent Financial, a well-established financial services organization, is seeking a dedicated full-time Associate Financial Advisor. We are committed to serving the unique needs of our clients and fostering a culture of service and community support.

Position Summary:

This role is essential to enhancing our client interactions. We are looking for an individual who embodies our core values of integrity, respect, and a commitment to achieving success while maintaining a balanced lifestyle. In this position, you will collaborate closely with experienced lead advisors to deliver outstanding service, financial planning, and investment advice to both new and existing clients. The Associate will work under the guidance of a financial representative, with sponsorship for necessary registrations and licensure provided.

Compensation and Benefits:

Compensation will be based on experience and licensure status, including a base salary, commission structure, employer-sponsored retirement plan, and paid time off. This role will involve both in-office and remote work arrangements.

Key Responsibilities:

  • Assist lead advisors and team members with client reviews, service, and planning processes.
  • Maintain precise and confidential client records and documentation.
  • Engage with the community to promote our services and attract new clients.
  • Participate in team meetings and client engagement events.
  • Commit to a personal development and continuous learning plan.
Qualifications:
  • Experience in the financial industry, along with relevant licenses (LHA, Series 7/66) and designations preferred, though not mandatory. Licensing will be required post-hire.
  • Ability to work autonomously and collaboratively, managing multiple priorities effectively.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving capabilities.
  • Proficiency in Microsoft Office is essential; familiarity with client database systems and investment tools is advantageous.

Equal Opportunity Commitment:

Thrivent Financial is an equal opportunity employer, ensuring fair treatment without regard to race, religion, gender, or any other protected status. We are dedicated to providing reasonable accommodations for individuals with disabilities.