About Thrivent and Ascend National Wealth Advisors

Thrivent is a leading financial services organization dedicated to helping people build strong financial futures while living out their values. As a Fortune 500 company with a mission rooted in faith and community, Thrivent empowers individuals, families, and communities to thrive through personalized financial advice, investment strategies, and insurance solutions. Partnering with Ascend National Wealth Advisors in Bellevue, WA, we are expanding our team to serve more clients in the Pacific Northwest.

Ascend National Wealth Advisors specializes in personalized financial strategies that reflect your unique values and evolve with you over time. Our process starts with a comprehensive discovery session to uncover your goals, concerns, and financial vision. From there, we craft adaptable, strategic plans tailored to your life journey. Whether it's implementation, ongoing guidance, or adapting to new opportunities, we're with you every step, acting as an extension of your family with your long-term success always at the forefront.

Why Join Thrivent?

Impactful Mission and Culture

Join a purpose-driven organization where your work makes a real difference. At Thrivent, we're more than financial advisors—we're stewards of financial well-being, fostering community and supporting causes that matter. Our fraternal benefit society model means members give back through generous grants and volunteer programs, creating a collaborative, values-based culture that prioritizes people over profits.

Career Growth Opportunities

As an Associate Financial Advisor, you'll gain hands-on experience under seasoned Lead Advisors, positioning you for rapid advancement. Thrivent invests in your professional development with top-tier training, mentorship, and sponsorship for FINRA registrations and insurance licenses through Thrivent Investment Management Inc. and Thrivent Financial for Lutherans.

Premier Location in Bellevue, WA

Located in vibrant Bellevue, Washington—home to tech giants like Microsoft and a booming economy—you'll thrive in a dynamic market with high demand for expert financial guidance. Enjoy stunning views of Lake Washington, access to world-class amenities, and a supportive professional network.

Role Description

The Associate Financial Advisor position at Ascend National Wealth Advisors provides licensed financial and non-financial support to our practice and serves as a vital resource for Thrivent Financial Advisors. This role focuses on securities, investment advisory products, fixed and variable life, health, and annuities. Collaborating with Lead Advisors, you'll address the holistic financial and non-financial needs of Thrivent clients and their families.

Key activities include developing and implementing business and marketing plans to acquire, cultivate, and retain clients; prospecting and marketing efforts; case and proposal preparation; referral generation; and fostering a strong sense of community among clients and prospects. Reporting directly to the Lead Advisor, you'll be employed or contracted through them, with Thrivent providing sponsorship for essential registrations and licenses.

Detailed Responsibilities

• Handle sensitive communications with members/customers, including highly confidential information, responding effectively via verbal and written channels to ensure exceptional customer satisfaction.
• Facilitate and/or co-present product-specific seminars and workshops to educate and engage prospects.
• Participate actively in business planning for the practice, contributing ideas to drive growth.
• Counsel and advise prospective and current members on suitable financial products and investment advisory services.
• Open and complete product applications accurately and efficiently.
• Conduct substantive research and information gathering for suitable securities recommendations and investment advice, including due diligence.
• Obtain comprehensive member/customer financial and suitability information to inform personalized strategies.
• Accept and process client orders for securities and insurance products under supervision.
• Collaborate on marketing initiatives, prospecting, and referral generation to expand the client base.
• Build and nurture community ties with clients, prospects, and local organizations.

Required Skills

Success in this role demands a blend of technical expertise, interpersonal finesse, and strategic thinking. Key skills include:

• Exceptional verbal and written communication for sensitive client interactions.
• Strong analytical abilities for financial research and due diligence.
• Client-focused mindset with high emotional intelligence.
• Proficiency in financial planning software and CRM tools.
• Marketing and prospecting savvy to drive business growth.
• Presentation skills for seminars and workshops.
• Regulatory knowledge of securities, investments, and insurance products.
• Time management to juggle multiple client needs.
• Team collaboration under Lead Advisor guidance.

Education & Experience

Required: Bachelor's degree in Finance, Business, Economics, or related field. Active Series 7 and Series 66 (or equivalent) licenses, or willingness to obtain with Thrivent sponsorship. Insurance licenses for life, health, and annuities (or ability to obtain promptly).

Preferred: 1-3 years in financial services, wealth management, or advisory roles. Experience with Thrivent products or fraternal organizations a plus. CFP or other certifications advantageous.

Compensation Overview

Competitive base salary plus commission, bonuses, and incentives tied to performance and client acquisition. Total first-year earnings potential: $80,000 - $120,000+ for top performers in Bellevue's high-growth market.

Benefits

• Comprehensive health, dental, and vision insurance with low premiums.
• 401(k) with generous employer match and immediate vesting.
• Paid time off, holidays, and flexible scheduling.
• Professional development stipend for licenses, certifications, and training.
• Thrivent Matching Gifts and volunteer time off programs.
• Life and disability insurance at no cost.
• Wellness programs, including financial coaching for employees.
• Parental leave and family-friendly policies.

Ready to elevate your career while making a meaningful impact? Apply today to join Thrivent and Ascend National Wealth Advisors in Bellevue, WA!