Associate Ascend National Wealth Advisors

Bellevue, WA - USA

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Organization/Business Overview:
Ascend National Wealth Advisors an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team you can leverage the skill set of a top producing veteran financial advisor robust team infrastructure and healthy opportunity pool to accelerate your career. If you have a heart for support and a passion for helping others reach their financial goals wed like to connect with you.

Position Summary:

This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship coaching training and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive aptitude and cultural fit candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially.

Responsibilities:

Learn and understand the entire operation of Ascend National Wealth Advisors
Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry
Meet with new and existing clients to build a book of business and grow relationships
Solicit and sell appropriate products complete applications write recommendations and service existing clients/contracts
Position products services and strategies to help clients gain financial clarity
Maintain existing client relationships through processing of client request resolving client questions and making sure client information and documentation are up to date
Build proficiency in common advice tools and platforms like Salesforce Money Guide Pro What-If Tax etc.
Participate in events to attract new clients and provide financial education to the local community
Research and respond to client inquiries
Finalize submit and track all client paperwork for account and application changes
Collaborate with Lead Advisor on complex scenarios
Schedule prep and document all your client meetings

Characteristics:

Our culture and people are special. Were looking for people who areor want to becomepart of the communities where our clients live work and worship. Whether youre just entering the workforce or looking for a career change you could be a successful addition to our team if you are:

Self-motivated independent and driven to succeed with a strong growth mindset
Motivated by helping others and relationship-oriented
A natural coach or guide with strong interpersonal skills
Passionate about living a life of generosity by serving others not just selling products

Benefits:

Generous Paid Time Off
401(k) with employer match

Position Requirements:

Must be fully Licensed: Securities registration required- SIE Series 7 and 66 (or 7 63 & 65); Life Health and Annuities registration required
Five years experience in the financial services industry preferably as an advisor
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

As part of Ascend National Wealth Advisors 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.

All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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: