One million success stories. Start yours today.

Associate Financial Advisor

Date Posted: Jun 28, 2026
Yearly: USD - USD
Apply Now

Job Detail

  • location_on
    Location Seattle, Washington, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

The Associate Financial Advisor at Thrivent Financial provides licensed financial and non-financial support to help meet the diverse needs of clients and their families. Working closely with a Lead Advisor, the role involves developing and implementing strategies to acquire and retain clients while ensuring a high level of customer satisfaction through tailored financial advice and ongoing guidance.

Key responsibilities

  • Handle sensitive communications with members/customers and respond to ensure customer satisfaction
  • Facilitate and co-present product-specific seminars and workshops
  • Participate in business planning for the practice as needed
  • Counsel and advise clients on suitable financial products and investment advisory services
  • Conduct substantive research and information gathering for security product recommendations
  • Open and complete product applications
  • Accept and enter securities trade orders from customers
  • Explain and analyze insurance coverage and provide recommendations
  • Assist financial representatives in member/customer meeting preparations
  • Collaborate with representatives to assist clients with product changes
  • Drive marketing services including direct-mail and seminars
  • Participate in client meetings held by other advisors when directed
  • Monitor client interactions and follow-up activities

Required skills

  • Securities registered (series 7 & 66 or 6 & 63)
  • WA State Life and Health insurance licensing
  • 3+ years customer service experience
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Knowledge of Microsoft Word, Excel, Outlook, Salesforce, and DocuSign
  • Ability to thrive in a fast-paced environment
  • Ability to work independently and prioritize tasks
  • Integrity in handling sensitive/confidential information
  • Desire to work collaboratively with peers

What the company offers

  • Base salary ranging from $70,000 to $105,000 depending on experience
  • Additional performance-based incentive compensation

Skills Required

Company Overview

Thrivent Financial
Bellevue, Washington, United States of America
7 Current Jobs Openings

Thrivent Financial is a membership organization that provides financial products and services guided by Christian principles. They focus on serving the financial needs of their members and offering personalized strategies for financial growth and sec... Read More

Google Map

Related Jobs