{"schemaVersion":"jobsearcher.job.v1","id":"e9018ef8db64d4f6bbd647c2","url":"https://jobsearcher.com/jobs/e9018ef8db64d4f6bbd647c2","canonicalUrl":"https://jobsearcher.com/jobs/e9018ef8db64d4f6bbd647c2","title":"Associate - Upper Midwest Advisor Group","description":"This position provides licensed financial and non-financial support to and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.\n\nPosition Roles/Responsibilities/Accountabilities\nHandle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction\nFacilitate and/or co-present product specific seminars and/or workshops as necessary\nIdentify criteria for fund selection and track against indexes, specifically for WRAP accounts\nParticipate in business planning for the Practice as needed\nCounsel and advise prospective and current members/customers on suitable financial products and investment advisory services\nOpen and complete product applications\nConducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)\nObtain member/customer financial and/or suitability information\nAccepting and/or entering securities trade orders from customers, including unsolicited trade orders\nExplain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations\nIssue certificates of insurance, endorsements, binders, commitments, or insurance contracts\nAssist Financial Advisors in the preparation and follow up for the member/customer meetings\nCollaborate with Financial Advisors to assist client with product changes\nParticipate and drive marketing services including direct-mail, fraternal activities, seminars, meetings\nAdditional responsibilities may be assigned in accordance with licensure and business needs\nPosition Qualifications\nPrevious administrative/secretarial experience desired.\nMust be securities registered (series 7 & 66 or 6 & 63).\nMust be appropriately insurance licensed/appointed for sale of all life/health and variable products.\nMust be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for . Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.\nDemonstrated customer service orientation/experience, 2+ years preferred.\nAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.\nAbility to maintain integrity of sensitive/confidential information.\nBasic understanding of , our products and services, and Thrivent Financial.\nCompetencies\nPlanning/Organizing\nAnalytical thinker\nCustomer Focus\nCommunication\nInterpersonal Skills\nTeamwork and Collaboration\nAdaptability/Flexibility\nExternal/Internal Dependencies\nMust be able to work with all roles of the .\nMust be able to represent the organization in work with external clients.\nMust be able to cultivate and maintain relationships with outside organizations.\nAs part of 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.\n\nPay Transparency\n\nThrivent 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.\nThrivent 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.","company":"Thrivent","rawCompany":"thrivent","city":"Mokena","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-07T10:39:32.708Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3021.00","title":"Insurance Sales Agents","slug":"insurance-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Associate - Upper Midwest Advisor Group","description":"This position provides licensed financial and non-financial support to and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.\n\nPosition Roles/Responsibilities/Accountabilities\nHandle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction\nFacilitate and/or co-present product specific seminars and/or workshops as necessary\nIdentify criteria for fund selection and track against indexes, specifically for WRAP accounts\nParticipate in business planning for the Practice as needed\nCounsel and advise prospective and current members/customers on suitable financial products and investment advisory services\nOpen and complete product applications\nConducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)\nObtain member/customer financial and/or suitability information\nAccepting and/or entering securities trade orders from customers, including unsolicited trade orders\nExplain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations\nIssue certificates of insurance, endorsements, binders, commitments, or insurance contracts\nAssist Financial Advisors in the preparation and follow up for the member/customer meetings\nCollaborate with Financial Advisors to assist client with product changes\nParticipate and drive marketing services including direct-mail, fraternal activities, seminars, meetings\nAdditional responsibilities may be assigned in accordance with licensure and business needs\nPosition Qualifications\nPrevious administrative/secretarial experience desired.\nMust be securities registered (series 7 & 66 or 6 & 63).\nMust be appropriately insurance licensed/appointed for sale of all life/health and variable products.\nMust be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for . Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring Financial Advisor.\nDemonstrated customer service orientation/experience, 2+ years preferred.\nAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.\nAbility to maintain integrity of sensitive/confidential information.\nBasic understanding of , our products and services, and Thrivent Financial.\nCompetencies\nPlanning/Organizing\nAnalytical thinker\nCustomer Focus\nCommunication\nInterpersonal Skills\nTeamwork and Collaboration\nAdaptability/Flexibility\nExternal/Internal Dependencies\nMust be able to work with all roles of the .\nMust be able to represent the organization in work with external clients.\nMust be able to cultivate and maintain relationships with outside organizations.\nAs part of 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.\n\nPay Transparency\n\nThrivent 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.\nThrivent 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.","datePosted":"2026-08-07T10:39:32.708Z","dateModified":"2026-08-07T10:39:32.708Z","hiringOrganization":{"@type":"Organization","name":"Thrivent","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Mokena","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e9018ef8db64d4f6bbd647c2"},"url":"https://jobsearcher.com/jobs/e9018ef8db64d4f6bbd647c2"}}