What are the responsibilities and job description for the Associate Financial Advisor - Gateway Associates position at Thrivent Financial?
About Gateway Associates :
Gateway Associates - Thrivent provides comprehensive financial planning to individuals and small business owners who engage in on-going 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 :
Compensation :
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 candidate's 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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Salary : $75,000 - $100,000
