Top 58184 Client Associate Jobs

Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Associate Veterinarian (Exotics)
Kersting Veterinary Hospital —Chesterfield, MO
- From $130,000 a year
- Full-time
- Mid-level
- Surgery
- Continuing education credits
- Paid holidays
Quick Apply
Associate Veterinarian- Plum Creek
Plum Creek Regional Animal Medical Center —Crete, IL
- $100,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Surgery
- Continuing education credits
- Relocation assistance
Quick Apply
Associate Veterinarian
Rockledge Animal Clinic —Rockledge, FL
- Part-time
- Background check
- Doctoral degree
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Cashier/Sales Associate
Aloha Petroleum —Kaunakakai, HI
- Extended hours
- No experience needed
- High school diploma or GED
- Ability to lift 50 pounds
- On-the-job training
Senior Tax Associate
MeredithCPAs —Irving, TX
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
San Carlos Animal Hospital —San Diego, CA
- $110,000 - $120,000 a year
- Full-time
- Medical-surgical
- In-person
- Communication skills
- Health insurance
Quick Apply
Animal Blessings Pet Hospital (Missoula, MT) - Associate Veterinarian
Animal Blessings Pet Hospital —Missoula, MT
- Full-time
- Mid-level
- Continuing education credits
- Paid parental leave
Quick Apply
Associate Veterinarian
Suntree Animal Clinic —Melbourne, FL
- $120,000 - $165,000 a year
- Full-time
- Doctoral degree
- In-person
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Lead Associate KEAUHOU STORE
Aloha Petroleum —Kailua-Kona, HI
- $21 - $22 an hour
- Extended hours
- Merchandising
- Mid-level
- High school diploma or GED
- Tuition reimbursement
- On-the-job training
Associate Veterinarian - Monument View Veterinary Hospital- Grand Junction, CO
Monument View Veterinary Hospital —Grand Junction, CO
- $100,000 - $140,000 a year
- Full-time
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Vial Fotheringham LLP —Boise, ID
- $83,000.00 - $97,251.73 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- Up to $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
Quick Apply
14d
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Title Officer Associate -Minimum 3 Years Experience
NORTH IDAHO TITLE —Coeur d'Alene, ID
- $17.68 - $23.81 an hour
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Insurance Leadership Development Associate
Farmers Insurance Agency —Grand Junction, CO
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Client Service Specialist for Mediation Non-Profit (must be in Hawaii)
The Mediation Center of the Pacific —Honolulu, HI
- $21 - $25 an hour
- 8 hour shift
- Background check
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Licensed Associate Clinician
Terros Health —Phoenix, AZ
- $57,375 - $59,975 a year
- Full-time
- Background check
- Mid-level
- Outpatient experience
- Wellness program
- Health savings account
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Ketchum, ID
- From $25 an hour
- Full-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
Quick Apply

I want to receive the latest job alert for Client Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Associate Financial Advisor - Wisconsin Heartland Associates

Thrivent -
Madison, WI

Quick Apply

Job Details

Full-time
$36,000 a year

Benefits

401(k)

Qualifications

Life Insurance License
Customer communication
Confidential information handling
Series 7
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Wisconsin Heartland Associates is an independent financial services practice of Thrivent in Stoughton, WI. We are growing and adding an Associate Financial Advisor to our team, which serves over 1,500 clients with a focus on holistic financial planning, investment management, risk management, and retirement planning. This is a full-time role that requires you to be in the office working with the team 5 days per week.

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Wisconsin Heartland Associates including:

Handle 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
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Assist financial representatives in the preparation and follow up for the member/customer meetings
Additional responsibilities may be assigned in accordance with licensure and business needs
Meet with prospects and/or current clients to review products and generate potential new business.

You will be employed/contracted by Wisconsin Heartland Associates

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Analytical thinker working on planning and organizing financial plans.
Customer Focused with interpersonal skills for clear communication.
Adaptable and flexible to work in a collaborative team environment.
Ambitious with Intellectual curiosity and drive.

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. 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 representative.
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

Base salary of $36,000, along with a percentage of commissions from sales generated revenue.
401(k)

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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 [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

Client Associate jobs

Associate Financial Advisor - Wisconsin Heartland Associates

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Associate Veterinarian (Exotics)

Associate Veterinarian- Plum Creek

Associate Veterinarian

Cashier/Sales Associate

Senior Tax Associate

Associate Veterinarian

Animal Blessings Pet Hospital (Missoula, MT) - Associate Veterinarian

Associate Veterinarian

Lead Associate KEAUHOU STORE

Associate Veterinarian - Monument View Veterinary Hospital- Grand Junction, CO

Associate Attorney

Client Support Associate (Wealth Management) 3 years experience

Associate Banker-Bilingual Chinese Preferred

Title Officer Associate -Minimum 3 Years Experience

Insurance Leadership Development Associate

Client Service Specialist for Mediation Non-Profit (must be in Hawaii)

Licensed Associate Clinician

Client Advisor/Sales

I want to receive the latest job alert for Client Associate

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected