Job Closed
This listing is no longer active.
Thrivent Financial is a faith-based, nonprofit financial services organization dedicated to helping Christians manage their money wisely and generously. Owned b
Support Advisor
Location
Iowa
Posted
80 days ago
Salary
$50K - $70K / year
Seniority
Mid Level
Job Description
Support Advisor
Thrivent Financial
• Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction • Facilitate and/or co-present product specific seminars and/or workshops as necessary • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts • Participate in business planning for the Practice as needed • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services • Open and complete product applications • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.) • Obtain member/customer financial and/or suitability information • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts • Assist financial representatives in the preparation and follow up for the member/customer meetings • Collaborate with financial representatives to assist client with product changes • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Job Requirements
- Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state
- Life, Health and Annuities registration
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
- Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor.
- Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
- Demonstrated customer service orientation/experience, 2+ years preferred
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of the sponsoring financial advisor products and services, and Thrivent Financial
- Previous administrative/secretarial experience desired
Benefits
- Opportunity to earn commissions
- May be eligible for Thrivent benefit package
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Senior Finance Analyst
South Jersey IndustriesFounded as the Atlantic City Gas and Water Company in 1910, South Jersey Industries has grown as a leader of energy and energy services. South Jersey Industries includes a family o
• Support the total company NAV financial model to support short-term and long-term business decisions • Create and maintain reporting frameworks and analytical methodologies to bridge variances in net asset value (NAV) when compared to various comparative periods • Partner business leaders across the company, affiliates, and/or consultants to understand economic drivers of the business and growth prospects to better inform the modeling process • Perform financial forecasting, reporting and operational metrics analysis • Analyze key contracts and incorporate relevant aspects into financial models • Identify and implement scalable business process improvements, with a focus on automation and AI integration. • Support the evaluation, selection, and implementation of AI solutions to enhance processes and decision-making
• Partner with business leaders to ensure visibility into key financial and business drivers • Facilitate effective decision-making on headcount planning and resource optimization • Identify cost savings and incremental revenue opportunities • Perform month-end expense close process by applying a working knowledge of accounting rules and financial concepts • Ensure integrity and accuracy of expense reporting • Produce timely and accurate financial reporting review packages, including KPI reports • Monthly presentation of variance analysis to business function • Board reporting, quarterly product reviews, budget, etc. • Update spend forecast monthly in collaboration with business partners • Conduct analysis on risks, opportunities, and actionable recommendations • Take the lead in annual budget for expenses • Ensure the development of and maintain process documentation • Develop ad-hoc projects from large cross functional projects to smaller projects
Recruitment Researcher / Resourcer – Finance Executive Search
Remote RecruitmentRemote Recruitment operates as a full-service employment agency providing recruitment/staffing for UK based companies
• Conduct targeted research to identify suitable candidates for finance roles in executive search assignments. • Source candidates through LinkedIn, job boards, headhunting, and internal databases. • Qualify candidates through engaging screening calls and interviews. • Build and maintain talent pipelines for niche finance roles across investment banking, asset management, and private equity. • Coordinate interviews and manage candidate communications throughout the recruitment lifecycle. • Maintain accurate records on the ATS and support the delivery team with administrative tasks. • Work closely with Consultants to understand client briefs and ensure a strong talent-culture fit.
Senior SAP Finance
Taxera TechnologiesHelping our Clients manage Tax globally, from eInvoicing, eReporting, Periodic Reporting, and much more.
• Work on client projects using S/4 • Collaborate with teams globally • Shape the future of Taxera platform • Engage with latest technology tools
