Support Advisor- Prime Meridian Group
Thrivent
- USA
- $60,000-80,000 per year
- Permanent
- Full-time
- Learn and understand the entire operation of Prime Meridian Group
- Participate in Joint Fieldwork with the advisors of Prime Meridian Group to build expertise and learn best-practices within the industry
- Meet with new and existing clients to build a book of business, grow relationships, assess their financial goals, risk tolerance, and investment preferences
- Provide personalized financial advice and recommendations tailored to clients’ needs by positioning products, services, and strategies to help clients gain financial clarity
- Portfolio Management: design and implement investment strategies for clients’ managed accounts, including asset allocation, investment selection, and risk management
- Complete applications and service existing clients/contracts
- Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
- Participate in events to attract new clients and provide financial education to the local community
- Finalize, submit, and track all client paperwork for account and application changes
- Collaborate with Lead Advisor on complex scenarios
- Schedule, prep, and document all your client meetings
- Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
- Motivated by helping others and relationship-oriented
- A natural coach or guide with strong interpersonal skills
- Passionate about living a life of generosity by serving others, not just selling products
- Minimum 3 years’ experience in financial services
- Securities registration-SIE, Series 7 and 66 (or 7, 63, and 65)
- Life, Health, and Annuities registration required, able to obtain after onboarding
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to maintain integrity of sensitive/confidential information