Job Duties and Responsibilities Collaborate with end-users, business owners, and supervisory personnel to define specific reporting requirements including: key data points, timing, display, and distribution. Develop reporting solutions designed to meet the...

Job Description            Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and...

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be...

Job Duties and Responsibilities Build and maintain a high-performing team; select, develop, coach, reward and recognize team members. Manage a diverse team of technical or professional staff within operations (e.g. BA, BSA, BPA, underwriting, training, etc.)...

Job Duties and Responsibilities: Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned. Ensure leaders can focus on...

Job Duties: Manage a pipeline of high quality, diverse candidates, monitor candidates through the selection process for financial advisors (FAs). Communicate with candidates throughout the recruiting process to ensure candidate is engaged in the process and...

Job Description Summary The Liverpool, NY financial services practice for Thrivent, is looking to grow their practice with an Administrative Assistant. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. Our Financial...

Job Description Summary The Liverpool, NY financial services practice for Thrivent, is looking to grow their practice with an Administrative Assistant. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. Our Financial...

Position Roles/Responsibilities/Accountabilities Researches inquiries regarding client accounts Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions...

Summary The Successful Market Developer: • Ensures Financial Professionals (FPs) have the tools, resources, and knowledge needed to be successful in their new role • Is passionate about coaching others to be successful • Attracts high quality,...

Summary        The Successful Market Director: • Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles • Ensures new FPs are given the tools, resources and knowledge needed in order...

Summary        The Successful Market Director: • Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles • Ensures new FPs are given the tools, resources and knowledge needed in order...

Job Description Do you enjoy working independently and with others?  Are you both approachable and resourceful? Are you self-motivated with strong critical thinking skills? Do you have 7+ years of related experience?  Have you had experience...

Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to Pinnacle Associates and responds to requests for information Researches inquiries regarding client accounts Provides fund values and answers other securities...

Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to the office and responds to requests for information Researches inquiries regarding client accounts Provides fund values and answers other securities (including,...

Summary We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help...

Summary The Successful Regional Development Director: Grows his/her market by attracting high quality, diverse talent into financial professional (FP) roles Ensures new FPs are given the tools, resources and knowledge needed in order to be successful in their new...

Summary We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help...

Summary We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help...

Summary This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions. This includes analyzing and processing non-routine and/or complex new business and service transactions...