Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

About the role

Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent, a values-driven practice focused on building long-term relationships and serving clients as an extension of their family. We are growing and adding an Associate Financial Advisor to our team.

Responsibilities

• 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.)
• 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 clients with product changes
• Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings

Requirements

• Sermons (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required
• CFP preferred but not required
• Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
• 3-5 years of experience in Financial Services as a licensed Advisor
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial for Lutherans

Desired Characteristics

• Motivated Self-Starter
• Analytical thinker
• Customer Service Focused
• Clear and professional communication
• Strong attention to detail and follow through