Associate Financial Advisor - Gateway Associates
Associate Financial Advisor - Gateway Associates
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$ 75000 - 100000
1 Vacancy
Job Description
About Gateway Associates:
Gateway Associates Thrivent provides comprehensive financial planning to individuals and small business owners who engage in ongoing advice relationships for a monthly fee. Our mission is to inspire realistic client confidence and empower people to reveal and live their ideal life.
Job description:The Financial Advisor works as a part of the advisory team at Gateway Associates to create present and continually monitor financial advice to our clients. Their goal is to empower clients to realize individual goals and create a realistic plan to live their ideal financial lives.
Responsibilities:
Financial Advisor has the following responsibilities and duties:
- Hold Discovery meetings to get to know clients on a personal and financial basis
- Hold Review meetings (MAR and Advice Delivery)
- Monitor financial markets and economic conditions to maintain current knowledge base
- Analyze client needs and research suitable investment opportunities. Make recommendations based on findings
- Prep for plan presentation meetings to ensure that the plans outlined by planning team are in line with the needs and interests of the client
- Interpret illustrations made by planning team and run additional illustrations as needed
- Track investment opportunities in Salesforce
- Manage recommendations and introductions (RI) information housed in Salesforce. Run reports and take action as appropriate.
- Complete redemptions purchases exchanges fund transfers and other financial management requests (or delegate requests to CSA as appropriate.
Qualifications:
- Series 7/66 licensing
- WI State Life and Health insurance licensing
- 13 years of experience in financial services
- Relationship driven and client service mentality
- Ability to thrive in high volume fast paced environment
- Excellent communication skills verbal and written
- Strong attention to detail
- Working knowledge of product lines including term and variable life insurance longterm care insurance disability insurance annuities brokerage accounts and mutual funds.
- Knowledge of business technology such as Microsoft Word Excel Outlook Salesforce and DocuSign or ability to learn
- Ability to work independently prioritize tasks and selfdirect to meet deadlines
- Ability to maintain the integrity of sensitive/confidential information
Compensation:
Compensation varies based on the specific qualifications and experience of the individual with a target base salary range of $75000 to $100000.
This position is eligible for commissions of 25 on product sales and team bonuses ranging from 210 of annual salary.
Benefits include health insurance stipend with HSA matching a simple IRA match and 80 hours of PTO and 20 hours of volunteer time off per year.
Reports to: Lead Advisor/CEO
Hours:
M/Tu 9:00 am 7:00 pm W 9:00 am 5:00 pm Tr 9:00 am 4:00 pm F 9:00 am 12:00 pm
As part of the sponsoring financial advisor recruiting/hiring/contracting process a verification of a candidates 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.
Pay Transparency
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 toor calland request Human Resources.
Required Experience:
IC
Employment Type
Full-Time
