Associate - South Central Advisor Group

Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans . We take a broad-based approach to helping our members/customers achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Job Description As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of the sponsoring financial advisor including: Position Roles/Responsibilities/Accountabilities 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 prospec