- Competitive salary and performance-based incentives
- Comprehensive benefits package including health, dental, and vision insurance
- Retirement savings plan with employer match
- Paid time off and holiday pay
- Professional development opportunities and support for continuing education
- Opportunities for advancement within the company
- Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and time horizon
- Develop customized financial plans that address clients' investment, retirement, estate planning, tax, and insurance needs
- Educate clients on various investment strategies and products, explaining the benefits and risks associated with each option
- Recommend appropriate investment portfolios based on clients' objectives and preferences, taking into account asset allocation, diversification, and market conditions
- Monitor clients' investment portfolios and provide ongoing performance reviews and recommendations for adjustments as needed
- Stay abreast of industry trends, regulatory changes, and new investment products to ensure the highest level of service and expertise
- Cultivate and maintain strong relationships with clients through regular communication and proactive outreach
- Comply with all regulatory requirements and ethical standards governing the financial advisory profession
- Work independently with minimal supervision servicing and maintaining strong relationships with existing clients
- Updates and maintains client information in planning tools
- Bachelor's degree in finance, economics, business, or a related field
- Minimum of 3 years' experience in financial planning or wealth management
- Strong understanding of financial markets, investment products, and tax strategies
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Proven track record of delivering exceptional service and results for clients
- Series 7 and 66 licenses and insurance license required
- Commitment to upholding the highest ethical standards and fiduciary duty to clients
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Detail-oriented and organized
- Interpersonal skills
- Teamwork and collaboration
- Adaptability/Flexibility
- Can work independently
- Microsoft Office Suite
- Salesforce or similar CRM
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Service Advisor - Rochester, United States - Thrivent Financial
Description
Organization/Business Overview:
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to help our clients achieve multiple financial goals. Our practice focuses on clients who are approaching or in retirement, with at least $100,000 in investments.
Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Position Summary:
Our well established, high performing team is currently looking for a Client Service Advisor. This position provides support to Emerald Financial Groups existing client base.
It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned.
This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team.If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you Industry experience is optimal.
You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.This position provides:
Responsibilities:
Position Qualifications:
Competencies:
As part of Emerald Financial Group 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.
All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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 or call and request Human Resources.
At Thrivent, we believe money is a tool, not a goal.Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.
We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives.Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences.If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more.
You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
