Summary

Ryan VanDeLoo, CFP®, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help our clients 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 clients. 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 client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides licensed administrative/insurance/investment support to Ryan VanDeLoo, CFP® of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, case and proposal preparation, supporting securities and insurance related tasks and other administrative tasks as assigned. The Licensed Office Professional reports to and is employed by Ryan VanDeLoo, CFP® of Thrivent Financial.

This position will be out of Oak Creek, WI. This position is full time. Compensation for this position is commensurate with education and experience. Range $25-$30 per hour. Opportunities for growth available.


Benefits: Paid vacation, retirement plan contributions, and an annual stipend for health insurance provided.

Job Description

Position Roles/Responsibilities/Accountabilities

Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfactionComplete redemptions, purchases, exchanges, fund transfers, and other financial management requests from clients and/or Financial AdvisorExplain, discuss, or interpret insurance coverageAssist Financial Advisor in the preparation and follow up for the client meetingsCollaborate with Financial Advisor to assist client with product changesPrepare applications needed to implement recommendationsDocument all client interactions in Salesforce profileAdditional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative experience desiredMust hold Series 7/66 licensingMust hold WI Life and Health insurance licensing or complete within 3 months of hireDemonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, Outlook, Salesforce, and DocuSign) or ability to learn  Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products, services, and Thrivent Financial

Competencies

Client FocusExcellent communication skills, verbal and writtenAbility to work independently, prioritize tasks, and self-direct to meet deadlinesPlanning/OrganizingAnalytical ThinkerDetail-orientedTeamwork and CollaborationAdaptability/FlexibilityExperience with note taking and archiving preferred

External/Internal Dependencies

Desire to build relationships and help othersMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships within the organization

As part of Thrivent Financial- Ryan VanDeLoo, CFP® recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken 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.