Associate Monarch Group Lakewood, CA

Meaningful work. Rewarding career.

Thrivent Financial is a faith based not for profit financial services organization serving approximately 2.6 million clients nationwide. As the nations largest fraternal benefit society Thrivent exists to help people thrivethrough financial solutions community engagement and support of Christian and nonprofit organizations.

Monarch Group is an independent financial services practice of Thrivent Financial. We take a comprehensive client centered approach to helping individuals and families achieve multiple financial goals. Wealth Advisor Benjamin Koehlinger works closely with clients to analyze their current financial situation develop in depth plans and implement integrated financial strategies.

The Associate provides highquality client service and advice as well as operational support to Benjamin Koehlinger and the Monarch Group. This role serves as the primary contact for assigned developing and emerging client relationships while also supporting the advisors established and growth client base. Responsibilities are approximately evenly split between these two areas.

The Associate contributes to the firms longterm growth by delivering consistent compliant and detailoriented service and advice and by independently executing client requests transactions and daytoday practice operations within established firm processes and licensing guidelines. The ideal candidate is highly organized clientfocused and professional with strong communication timemanagement and problemsolving skills. This position offers opportunities for professional growth including support for required licensing and ongoing development.

This position is employed by and reports directly to Benjamin R. Koehlinger.

Associate Position Responsibilities:

• Support client service needs by preparing forms processing transactions and trades and coordinating service requests.

• Provide responsive and professional client communication including scheduling coordination account maintenance support and followup on outstanding items.

• Assist with practice operations including calendar management mail processing client communications and maintaining accurate client records.

• Research client inquiries and assist with meeting preparation and postmeeting followup including notes organization.

• Prepare process and submit paper and electronic applications service documents and account updates.

• Run product illustrations and support proposal and presentation preparation.

• Communicate professionally and effectively with clients the practice team Thrivent home office partners and thirdparty providers.

• Maintain accurate and timely documentation of client interactions transactions and service activity.

• Adhere to established workflows service standards and compliance requirements.

• Perform additional administrative duties or special projects as assigned based on business needs and level of experience.

• Conduct client interactions and advicerelated activities in alignment with licensing and supervisory guidelines.

Position Qualifications & Competencies:

• Ability to work independently with minimal supervision following training.

• Demonstrated collaboration through proactive communication and contribution to team objectives.

• Strong organizational skills with exceptional attention to detail and task followthrough.

• Professional clear and concise written and verbal communication skills.

• Ability to manage multiple priorities deadlines and communication channels simultaneously.

• Strong analytical problemsolving and decisionmaking capabilities.

• Effective timemanagement skills including the ability to prioritize work and manage frequent interruptions.

• Commitment to delivering an excellent client experience while minimizing client effort.

• Clientfocused mindset with the ability to build and support longterm client relationships.

• Proven ability to handle sensitive and confidential information with discretion and integrity.

• Familiarity with financial services terminology and advisory practice environments.

• Flexibility and adaptability in response to changing priorities procedures and business needs.

• Functional proficiency with technology systems and office tools used in a financial services environment with the ability to quickly learn new platforms and firmspecific tools.

Experience & Education:

• Prior experience supporting client service and transactions in financial services or advisory practice (2 years preferred).

• High school diploma required; additional education in a financial servicesrelated field preferred.

• California Life and Health Insurance License.

• FINRA registration: Series 7.

• FINRA registration: Series 66 or 63 and 65.

Compensation and Benefits

• Total Compensation: $80000 - $110000 (based on experience and performance)

• Simple IRA with 3% employer match

• Earned Paid Time Off

• Sick Pay

Compliance and Regulatory

As part of the Monarch Group recruiting and hiring process background verification is required. Fingerprints will be submitted to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All individuals with access to Wealthscape are deemed Access Persons and are subject to the firms Code of Ethics including requirements that outside brokerage accounts be maintained at firms designated by TIMI.

About Thrivent
Thrivent is a diversified financial services organization that with its subsidiary and affiliate companies serves more than 2.4 million clients offering advice insurance investments banking and generosity products and programs. For more than 100 years Thrivent has been helping Christians build their financial futures and live more generous lives. Today Thrivent is a not-for-profit membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization including an A rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA rating from S&P Global Ratings. Ratings are based on Thrivents financial strength and claims-paying ability but do not apply to investment product performance.

To learn more about the privacy of your information visit ourworkforce privacy policy at is the marketing name for Thrivent Financial for products securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit or FINRAs Broker Check for more information about our financial advisors.

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.