Why Join Thrivent?

Thrivent is more than just a financial services organization—it's a mission-driven company rooted in Lutheran values, dedicated to helping people achieve financial clarity and live generously. As a Fortune 500 not-for-profit financial services organization, Thrivent empowers its members and communities through holistic financial advice, insurance, investments, and charitable giving. Joining Thrivent means becoming part of a supportive, faith-based culture that prioritizes integrity, service, and long-term relationships.

In Hummelstown, Pennsylvania, our team is growing, and we're seeking a dedicated Associate to support our Financial Advisors in delivering exceptional service. This role offers the perfect blend of remote flexibility (with occasional office travel) and onsite opportunities in a vibrant community. Whether you're passionate about financial planning, investment strategies, or building lasting client relationships, Thrivent provides the tools, training, and environment to thrive. Our associates enjoy competitive pay, robust benefits, and the chance to make a meaningful impact on members' lives. Discover a career where your work aligns with your values—apply today for this Associate position in Hummelstown, PA.

Role Description

The Associate position in Hummelstown, PA, provides licensed financial and non-financial support to a dynamic team of Thrivent Financial Advisors. Serving as a key resource, you'll focus on securities, investment advisory products, fixed and variable life insurance, health products, and annuities. Collaborating closely with Financial Advisors, you'll address both the financial and relational needs of Thrivent members, customers, and their families.

Key responsibilities 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. Reporting directly to the Financial Advisor, you'll be employed or contracted through them. Thrivent Investment Management Inc. sponsors FINRA registration, while Thrivent Financial for Lutherans handles insurance licensure. This hybrid role (remote with occasional travel to our Hummelstown office or fully onsite) is ideal for licensed professionals ready to grow in a supportive environment.

Detailed Responsibilities

• Handle sensitive communications with members and 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 clients on financial solutions.
• Identify criteria for fund selection and track performance against indexes, particularly for WRAP accounts.
• Participate in business planning for the practice, contributing to strategic growth initiatives.
• 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 securities recommendations and investment advice, including due diligence.
• Obtain essential member/customer financial and suitability information to tailor solutions.
• Accept and/or enter securities trade orders from customers, including unsolicited orders.
• Explain, discuss, or interpret insurance coverage; analyze exposures or policies; and provide informed recommendations.
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
• Assist Financial Advisors in preparing and following up on client proposals, cases, and marketing materials.
• Prospect for new business, generate referrals, and build community engagement among members and prospects.

Required Skills

Success in this Associate role requires a blend of technical expertise, interpersonal savvy, and a client-first mindset. Key skills include:

• Exceptional verbal and written communication for handling sensitive client interactions.
• Strong knowledge of securities, investment advisory products, and insurance (life, health, annuities).
• Analytical skills for fund selection, performance tracking, and suitability analysis.
• Research and due diligence proficiency for informed recommendations.
• Trade order processing and application management accuracy.
• Presentation skills for seminars and workshops.
• Business planning and marketing strategy development.
• Customer service excellence to drive satisfaction and retention.
• Community-building and relationship management abilities.
• Proficiency in financial software and compliance tools.

Education & Experience

To qualify for this Associate position in Hummelstown, PA, candidates need:

• Active FINRA securities licenses (e.g., Series 6, 7, 63/66) and state insurance licenses.
• Bachelor's degree in Finance, Business, or related field preferred; equivalent experience considered.
• 1-3 years of experience in financial services, investments, or insurance support roles.
• Proven track record in client-facing roles with emphasis on compliance and confidentiality.
• Familiarity with investment products, WRAP accounts, and regulatory requirements.

Compensation Overview

Earn a competitive salary reflecting Hummelstown, PA market rates and your expertise in financial services.

Benefits

• 11 paid office holidays for work-life balance.
• Simple IRA with employer match after 1 year of service.
• Generous healthcare subsidy to support your well-being.
• Professional development opportunities, including licensing support.
• Flexible hybrid work model (remote or onsite in Hummelstown).
• Access to Thrivent's community programs and volunteer opportunities.
• Comprehensive training on products, compliance, and sales strategies.

Join Thrivent today and elevate your career as an Associate in Hummelstown, PA. Apply now to serve with purpose!