Associate Financial Advisor
Thrivent(7 months ago)
About this role
Provides licensed financial and non-financial support to Dakota Valley Associates and serves as a resource to Thrivent Financial advisors. The role focuses on securities and investment advisory products as well as life, health, and annuity products to support members, customers, and their families. The Associate works with Financial Advisors to help implement business and marketing plans, cultivate member relationships, and represent the practice to external clients.
Required Skills
- Customer Service
- Securities
- Insurance
- Annuities
- Sales Support
- Marketing
- Case Preparation
- Research
- Compliance
- Communication
+2 more
Qualifications
- Series 7
- Series 66
- Series 6
- Series 63
- Life Insurance License
- Health Insurance License
- Variable Products License
- FINRA Registration
- State Insurance Licenses
- Fingerprint/FBI Background Check
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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