Thrivent Financial Support Advisor - Cascade West Group in Sequim, Washington
This position provides timely and detailed support to our existing client base. It provides technical support for the Lead Advisor and/or Service Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. May participate in client meetings, but not in an advice capacity. Has no decision-making authority on client matters. This full-time position is employed by the Cascade West Group (Sherryl Adair and Camille Adair-Hatch). To succeed in this role, an individual should be detail oriented, a self-starter, motivated, and excited about working with clients.
The Cascade West Group is an independent financial services practice of Thrivent Financial. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. This team is passionate about giving back and seeks an individual who wants to make a difference in the community and beyond. We are involved with several area churches, the American Cancer Society, the Go Red initiative (American Cancer Society), Seattle Children’s Hospital, Habitat for Humanity, and Toys for Tots.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Enter client information into various systems
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Work independently with minimal supervision servicing and maintaining strong relationships with existing clients
In coordination with a lead advisor and our back-office support team, draft written recommendations using templates and software tools
Research and respond to client inquiries
Finalize, submit, and track all client account and application paperwork
Gather and maintain customer suitability information
Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Assists Financial Advisors, Office Manager, and other members of team in the preparation and follow up for client meetings
Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
Completes electronic and paper service forms and new business applications
May fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications and submit to lead Financial Advisors for review and submission to clients
May accept and/or enter trade orders from clients, including unsolicited trade orders
May sit second chair in meetings to take notes
May handle all post meeting tasks
Other responsibilities as assigned by the Lead Advisor
TRAITS WE VALUE
Self-Motivated – You are resourceful, take initiative, always striving to put our clients first.
Leadership – You are able to take a task and run with it, executing in a professional manner.
Strong Work Ethic – You set goals and consistently achieve them! Your time management skills and organizational prowess are exceptional.
Passionate – You want to help others and continuously look for ways to enhance our members’ experience and Thrivent’s mission of connecting faith and finances for good.
Action Oriented - Enjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
Previous financial services experience desired
Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuities registration required if not currently registered, registrations may be obtained as a member of our team during an assigned study period
Demonstrated customer service orientation/experience, 3+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Your success; our blueprint
Nothing influences your success more than a solid roadmap to your growth. That’s why your journey on our team starts with a community of other advisors. It’s not just the backing of a Fortune 500 company, but support of peers and leaders who have walked in your shoes and mentor you along the way. Your onboarding will be an immersive and engaging experience. It's thoughtful, you'll grow as an individual, and you'll build the foundation needed for success in your new career.
Helping clients helps everyone...
Your ability to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. By combining your sales expertise with a genuine passion for helping people achieve the goals that matter most, this unique position will not only allow you to make a tangible and lasting impact on our client’s lives but will also contribute significantly to the growth of the practice.
Compensation: $55,000-70,000 plus annual bonus based on team performance Compensation will fall in listed salary range and will be commensurate with experience. Annual bonus based on performance of the team. Competitive retirement benefits available.
As part of Cascade West Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent 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 firstname.lastname@example.org or call 800-847-4836 and request Human Resources.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.