What are the responsibilities and job description for the Associate Advisor Thrivent Financial position at Thrivent?
Overview:
As a key member of our advisory team, the Support Advisor at Gateway Associates supports senior advisors in delivering world-class client experiences. We are seeking an individual with strong customer service skills, a passion for helping others, and a drive for continuous improvement.
Responsibilities:
- Collaborate with senior advisors to enhance client satisfaction
- Manage client communications, resolve issues promptly, and escalate when necessary
- Work closely with internal teams to facilitate smooth operations
- Contribute to strategic planning initiatives, leveraging insights to optimize client outcomes
- Develop and maintain relationships with stakeholders across the organization
Qualifications:
- Professional certifications in Series 7/66 and WI State Life and Health insurance
- 1-3 years of customer-facing experience
- Outstanding communication, interpersonal, and problem-solving skills
- Adaptability and flexibility in a dynamic environment
- Proficiency in Microsoft Office Suite, Salesforce, and other business tools
Compensation and Benefits:
- Market-based salary range $45,000 - $75,000
- Annual bonuses based on performance
- Health insurance stipend with HSA matching
- Simple IRA matching program
Working Hours:
- Variable schedule 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
Salary : $45,000 - $75,000
