Summary

About Bloom Financial Associates – Thrivent
At Bloom Financial Associates, an independent practice of Thrivent, we are committed to empowering and inspiring women to grow with confidence and clarity so that they can flourish in every aspect of their finances. We specialize in assisting women and couples approaching or enjoying retirement, and those navigating significant life transitions, with dedicated financial planning, wealth management, and risk management solutions. 


This position is located in Mendota Heights, MN (hybrid).

Job Description

As an Office Professional, you’ll play a vital role in enhancing our client service experience and supporting our advisors. Your work will directly contribute to the smooth operation of our team and the success of our clients.

In this role, you will work with Anne Kersten (75%) and Eva Stukenberg (25%), both of whom share clients while also running their independent practices.

Working with Anne Kersten:

Work to support her practice assisting clients with a diverse array of products and investments, working both independently and within our collaborate team, to provide and maintain an exceptional client experience.

Your role will include:

Client Interaction Support (30-40%):  Accurately record meeting notes and conversation outcomes. Ensure follow-through to keep our services top-notch. Increase role as experience and education/education permit.Meeting Preparation (10-20%): Craft detailed materials for client meetings, depending on both array of product type and level of planning each client receives, to ensure advisors are well-prepared and clients are well informed. Gather data as needed.Operational Support (30-40%): Assist in maintaining and setting up new accounts through gathering data, preparing forms, and pre-filling applications as experience and education/licensure permit.Team Involvement: Act as a backup for other team members essential duties when needed. Participate in business planning and workflow enhancements.

Working with Eva Stukenberg:

Your role will include:

Client Communication & SupportAnswer phone calls and respond to emails on behalf of the practice with enthusiasm, professionalism, and attention to detail.Document all interactions accurately to maintain seamless client serviceProject, Marketing & Event Support Assist with marketing initiatives, client communications, and event planning to enhance engagement with our practice.Coordinate logistics and materials to support the client service model.Collaboration on Shared ClientsProvide support for shared clients with Anne Kersten, ensuring a consistent and high-quality experience across both practices

Who you are:

Communicator and Collaborator: Your effective communication skills make you a client service star and a dependable team player.Detail-Oriented: You have a keen eye for accuracy, especially when managing data, client account information, and documents.Ethical and Accountable: Integrity is non-negotiable; you approach all aspects of your work with honesty and responsibility.

Preferred qualifications:

Familiarity with business tools like Microsoft Outlook, Word and Excel; a Customer Relationship Management software (like Salesforce);Additional education and licensing: You hold a bachelor’s degree or are nearing completion.  Have a strong desire to continue learning and growing.Previous financial services industry experience will help you hit the ground running.

Why join us?

Competitive Salary: $52,000-$60,000 annually with potential for growth.Hybrid Flexibility: Enjoy a mix of in-office and remote work.Retirement Savings: Matching contributions to support your financial future.Healthcare: Employer Health Reimbursement Account to help with medical expenses.Professional Growth: Annual tuition reimbursement for continued education.Generous Paid Time Off: Because work-life balance matters.

Apply Now
Are you ready to empower, inspire, and make a difference? We are excited to see how you can contribute to our mission. Apply today and take the next step in your career.

As part of Bloom Financial Associates' 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.