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Pathway Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Pathway Wealth Advisors helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial 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. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Position summary:

This position provides licensed administrative support to Josh Faaborg. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to Josh Faaborg and is employed by Pathway Wealth Advisors.

Compensation $55,000 annually. 401K plan and match provided.

Position Roles/Responsibilities/Accountabilities

• Manages client service calls, conduct necessary research and respond to requests for information

• Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services

• Monitors new business and responsible for efficient turnaround time of implementation.

• Responsible for tracking annual production and supports generation of new business.

• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

• Manage inputs of financial planning and analysis tools. Works directly with clients to obtain necessary information to complete the analysis process.

• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of advisor.

• Assists Financial Advisors in the preparation and follow up for the client/member meetings

• Assists Financial Advisor in managing and evaluating other staff at specific location

• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings

• Verbal or written communications with prospective or existing customers regarding financial matters

• Obtaining customer financial information

• Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

• Explain, discuss, or interpret insurance coverage.

• Indicate to customer that requested coverage is or will be bound or issued

• Support questions and transactions with variable insurance and annuities products, if appropriately licensed

• Additional responsibilities may be assigned in accordance with licensure and business needs

• Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

• Previous administrative/secretarial experience desired

• Must be securities registered (series 7 & 66 or 6 & 63) or willing to pursue licensing within 6 months of hire date

• Must be insurance licensed/appointed

• Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration or willing to obtain license within 6 months of hiring

• Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.

• If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.

• Demonstrated customer service orientation/experience, 2+ years preferred

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn

• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

• Ability to maintain integrity of sensitive/confidential information

• Basic understanding of Pathway Wealth Advisors, our products and services, and Thrivent Financial

Competencies

• Planning/Organizing

• Customer Focus

• Communication

• Interpersonal Skills

• Teamwork and Collaboration

• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Pathway Wealth Advisors.

• Must be able to represent the organization in work with external clients

• Must be able to cultivate and maintain relationships with outside organizations

As part of Pathway Wealth Advisors 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 access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency

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 human.resources@thrivent.com or call 800-847-4836 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 Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.