Associate - Northwest Pinnacle Group - Moscow, Idaho
Core
Client-facing Associate Financial Advisor supporting financial advisors and clients with planning, account setup, and product implementation.
Role type
Associate Financial Advisor (IC)
Builds
Financial plans, client accounts, and investment/insurance product implementations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning analysis, Account setup and trade execution, Product implementation, Business development, Compliant documentation, Licensing maintenance, Sensitive data handling
Preferred skills
Securities and insurance licensing, 2+ years financial services experience, Analytical thinking, Customer focus
Technologies
FINRA registration systems, Insurance licensing systems, Thrivent product platforms
Responsibilities
Serve as primary or co-point of contact for clients, Support financial planning analysis and plan preparation, Execute account setup, trades, and product implementation, Assist with business development and client outreach, Maintain compliant documentation and licensing, Handle sensitive communications with members/customers
Seniority
Entry-level to Mid-level, hands-on IC