Job Information
Thrivent Financial Advisor Group Coordinator in Nashville, Tennessee
The Advisor Group Coordinator role will provide operational and organizational support for a Thrivent Advisor Group. The Advisor Group Coordinator is responsible for performing Advisor Group operational tasks, such as triaging incoming requests related to members and FAs, managing multiple types of data, and executing on project plans with excellence and accuracy, exercising sound judgment as they work to execute on key strategies and tactics.
The role will play an overall support role for the Advisor Group Support Manager, Leader of Group Operations, and front-line field leaders by using their knowledge, judgment, and expertise to resolve issues and questions that do not have clear answers or direction.
This can be a remote position located within our South-Central Advisor Group (TX, MO, OK, KS, IA, KY, TN, AK, MS, AL, IN, LA, or IL, OH).
DUTIES & RESPONSIBILITIES:
Responsible for managing incoming requests to the Advisor Group, providing information and directing to the appropriate stakeholder for decisions as needed. This will often include resolving questions and determining the best approach in situations without a clear way forward, such as management of the Advisor Group mailbox, processing of FP terminations, and addressing questions related to orphan members and financial advisors. Review processes and procedures and use best practices to make recommendations for changes and improvements.
Identify solutions and resolve issues with leaders and key stakeholders when the owner or decision maker is not identified and act as a consultant and partner on behalf of the Advisor Group.
Supports Advisor Group strategic efforts and programs, including:
Communications: Preparing and managing Advisor Group level communications (newsletters, PowerPoint presentations, etc.) that are accurate, concise and compelling.
Event planning: Providing project coordination and tracking of critical details related to culture building activities, such as the Three Pillars events and other Advisor Group leadership events.
Responsible for run-the-business tasks for the Advisor Group, using sound judgment to complete tasks, escalating as necessary. This includes items related to:
Finances: Working with Advisor Group leaders and Financial Technicians to ensure expenses are processed as needed
Compliance and supervision: Collaborating with Senior Field Risk Manager and others to ensure key data for training files and incentives is tracked and maintained in accordance with enterprise supervision guidelines.
Client assignment: Provides end to end coordination of reassignment process for Advisor Group and communicating with centralized assignment team
Office management: Support overall office management needs and processes
Onboarding new team members: Assist hiring managers with coordination of resources to enable smooth starts for new employees (leaders and staff)
Other operational projects, processing and programs as needed.
Develop and maintain strong, trusting business relationships with key stakeholders, including other Advisor Group leaders and staff, Senior Field Risk Managers, financial professionals, Centers of Excellence partners, and other corporate associates.
Support other projects or processes as a key resource for the Advisor Group Support Manager and Leader of Group Operations as other issues and tasks arise.
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s Degree in Business, Communications or related areas, or equivalency in related acquired training and experience.
4+ years of experience with project or process management, complex multi-tasking activities or similar experience.
Financial services industry experience is a plus
Demonstrated project management skills – success in managing, prioritizing, and organizing multiple projects at once
Excellent communication skills – oral, written, presentation and interpersonal
Proven ability to think proactively to anticipate needs and prepare accordingly
Demonstrated sound decision-making skills and service-minded attitude
Strong execution skills, with excellent attention to detail and strong follow through
Proven ability to maintain the highest ethical and professional standards
Experience with Microsoft Office Suite; ability to learn other software (Salesforce, etc.)
History of providing high-quality work and gaining trust of colleagues
Flexibility to work both remotely and in a specific location as required
Ability to travel as needed (up to 10%)
Preferred:
6+ years of experience in the financial services industry, project or process management or similar experience.
Excellent business acumen with knowledge of organization and understanding of a variety of business areas.
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $26.01 - $35.19 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
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.