Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent(7 months ago)
About this role
The Associate Advisor supports Ascend National Wealth Advisors and Thrivent Financial advisors by providing licensed financial and non-financial services related to investments and insurance. The role operates within a wealth advisory practice and is sponsored by Thrivent for FINRA registration and insurance licensure.
Required Skills
- Securities
- Investment Advisory
- Life Insurance
- Annuities
- Client Communication
- Prospecting
- Case Preparation
- Salesforce
- Microsoft Excel
- DocuSign
+2 more
Qualifications
- Series 7
- Series 66
- Series 6
- Series 63
- WA Life & Health License
- FINRA Registration (Fingerprinting)
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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