Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Core
Licensed financial support role serving Thrivent Financial advisors and their clients by handling securities, insurance products, and client communications.
Role type
Associate Financial Advisor
Builds
Client financial plans, product applications, and marketing support for Thrivent advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Securities licensing (Series 7, 66/6/63), Life and Health insurance licensing, client prospecting, product recommendation, trade order execution, insurance policy analysis, Salesforce proficiency
Preferred skills
Business planning, seminar facilitation, direct-mail marketing, retirement account rollover management
Technologies
Salesforce, Microsoft Office, DocuSign
Responsibilities
Handle sensitive client communications, counsel clients on financial products, open and complete product applications, accept securities trade orders, explain and analyze insurance coverage, participate in business planning, drive marketing services, document client interactions in Salesforce
Seniority
Individual Contributor, entry-to-mid level