Associate - Ascend National Wealth Advisors

Location: Bellevue, Washington

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a mission-driven company dedicated to helping people achieve financial clarity while strengthening their communities. As a Fortune 500 not-for-profit financial services organization, Thrivent empowers individuals and families to thrive in all areas of life through holistic financial advice, investments, insurance, and banking solutions. Our fraternal benefit society roots mean we prioritize people over profits, returning value to members through dividends, grants, and community impact programs.

Ascend National Wealth Advisors, an established financial services practice of Thrivent, offers an unparalleled platform for career growth. By joining our team in Bellevue, Washington, you'll leverage the expertise of top-producing veteran financial advisors, robust team infrastructure, and a healthy opportunity pool to accelerate your professional journey. If you have a heart for service and a passion for helping others reach their financial goals, Thrivent's supportive culture and faith-based values will inspire you to excel. With a focus on work-life integration, professional development, and community involvement, Thrivent is the ideal place to build a rewarding career in financial advising.

Role Description

This unique full-time Financial Associate position at Ascend National Wealth Advisors provides the stability of a consistent income while allowing you to focus on learning, development, and skill-building rather than immediate production pressures. You'll work closely with our experienced team, receiving hands-on mentorship, coaching, and training in cutting-edge industry best practices. As you demonstrate drive, aptitude, and cultural fit, you'll have clear pathways to advance into a Lead Advisor role. This is an incredible opportunity to grow both professionally and financially in the dynamic financial services industry, surrounded by a collaborative team committed to client success.

Bellevue, Washington, offers a vibrant backdrop for this role, with its booming tech economy, stunning natural beauty, and proximity to Seattle. Join us to make a meaningful impact on clients' lives while enjoying the perks of a high-quality lifestyle in one of the nation's most desirable locations.

Detailed Responsibilities

• Learn and master the entire operation of Ascend National Wealth Advisors to contribute effectively across all functions.
• Participate in Joint Fieldwork with advisors and affiliates to build expertise and adopt industry best practices.
• Meet with new and existing clients to build a personal book of business and foster long-term relationships.
• Solicit and sell appropriate financial products, complete applications, write recommendations, and service existing client contracts.
• Position products, services, and strategies to help clients achieve financial clarity and security.
• Maintain client relationships by processing requests, resolving questions, and ensuring all information and documentation are current.
• Build proficiency in essential tools like Salesforce, Money Guide Pro, What-If Tax, and other financial planning platforms.
• Participate in community events to attract new clients and deliver financial education.
• Research and respond promptly to client inquiries with accurate, personalized solutions.
• Finalize, submit, and track all client paperwork for account changes and applications.
• Collaborate with the Lead Advisor on complex financial scenarios and planning.
• Schedule, prepare for, and document all client meetings to ensure seamless follow-up and compliance.

Required Skills

We're seeking self-motivated individuals who thrive in a team environment. Key skills include:

• Exceptional communication and relationship-building abilities.
• Strong analytical skills for financial planning and problem-solving.
• Proficiency in financial software and tools (e.g., Salesforce, MoneyGuidePro).
• Sales acumen to identify client needs and recommend solutions.
• Organizational skills for managing client portfolios and paperwork.
• Adaptability to learn industry best practices quickly.
• Customer service orientation with empathy and integrity.
• Tech-savviness for digital client interactions and CRM systems.

Education & Experience

Preferred Qualifications:

• Bachelor's degree in Finance, Business, Economics, or related field.
• 1-3 years of experience in financial services, sales, or customer-facing roles.
• Series 7 and 66 securities licenses (or willingness to obtain).
• Life and Health insurance licenses preferred.
• Experience with financial planning tools is a plus.

Whether you're a recent graduate or seeking a career pivot, your drive and coachability matter most. Thrivent provides comprehensive training to set you up for success.

Compensation Overview

Competitive base salary with performance incentives, bonuses, and commission potential as you grow. Total compensation reflects experience and includes pathways to higher earnings in advisory roles.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) with match, paid time off, professional development stipends, and exclusive member perks. Enjoy work-life balance with flexible scheduling and community volunteer opportunities.

Thrivent is an Equal Opportunity Employer. Apply today to join Ascend National Wealth Advisors and Thrivent's mission-driven team!