Associate

Thrivent

. Provide licensed financial and non-financial support to the sponsoring financial advisor .

Posted 10/26/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial and non-financial support to clients, including securities and insurance products. Capable of developing marketing strategies, conducting client meetings, and maintaining confidentiality while managing sensitive information.

Highest-signal resume keywords

Securities Registration (Series 7 & 66 or Series 6 & 63)Insurance Licensing for Life/Health ProductsCustomer Service OrientationBusiness and Marketing Plan DevelopmentFinancial Product Counseling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Securities Trade Order ProcessingInvestment Advisory ServicesFund-Selection Criteria IdentificationProposal PreparationResearch and Information Gathering

Soft Skills

Relationship BuildingCommunication SkillsMulti-tasking AbilityIntegrity and Confidentiality

Certifications & Qualifications

Securities LicenseInsurance License

Industry Keywords

Financial Advisor SupportThrivent FinancialLife InsuranceHealth InsuranceAnnuity Products

About the role

Key responsibilities & impact

Provide licensed financial and non-financial support to the sponsoring financial advisor
Serve as a resource to Thrivent Financial for Lutherans Financial Advisors
Support securities, investment advisory, fixed and variable life, health, and annuity products and services according to licensure
Help serve the financial and non-financial needs of Thrivent members, customers, and families
Develop and implement business and marketing plans
Prospect and market to acquire, cultivate, and retain members
Prepare cases and proposals and generate referrals
Build community with members and prospects
Handle sensitive member/customer communications and respond verbally and in writing
Facilitate or co-present product seminars and workshops
Identify fund-selection criteria and track performance against indexes for WRAP accounts
Participate in practice business planning
Counsel prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conduct research and information gathering for securities recommendations and investment advice
Obtain member/customer financial and suitability information
Accept and/or enter securities trade orders, including unsolicited orders
Explain, discuss, or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue insurance certificates, endorsements, binders, commitments, or contracts
Assist with member/customer meeting preparation and follow-up
Assist clients with product changes
Drive marketing services including direct mail, fraternal activities, seminars, and meetings
Perform additional responsibilities according to licensure and business needs

Requirements

What you’ll need

Associates can be fully licensed, securities licensed, or insurance licensed
Must be securities registered (Series 7 & 66 or Series 6 & 63), or willing to complete registration within 120 days of hire/contract
Appropriately insurance licensed/appointed for sale of all life/health and variable products
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work
Must be willing to complete appropriate state training to sell Long Term Care if required by the position
Demonstrated customer service orientation/experience; 2+ years preferred
Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor's products and services, and Thrivent Financial
Previous administrative/secretarial experience desired
Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Background verification required
Fingerprints required for FINRA registration and FBI review

Benefits

Comp & perks

Equal Employment Opportunity without regard to protected characteristics
Reasonable accommodation for individuals with disabilities