Field Practice Support Specialist, Licensed (Remote)
location_onWest College Avenue, 1, Appleton, Outagamie County, Wisconsin, 54911, United States
Job Description
About the Role
The Field Practice Solutions Specialist brings a foundational understanding of all financial products and expertly navigates various systems and tools to complete applications, generate illustrations, and facilitate money movement on behalf of Financial Advisors (FAs). This role involves gathering missing personal and financial information from clients, guiding them through service and money movement processes, and ensuring a positive client experience – all while increasing advisor capacity.
This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
Company Culture
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent.
Equal Employment Opportunity
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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
Work location
Work model: Remote
West College Avenue, 1, Appleton, Outagamie County, Wisconsin, 54911, United States
Appleton, Wisconsin
Key Responsibilities
- check_circleComplete applications and service forms for all product lines ensuring good order status
- check_circleResearch and resolve not-in-good-order issues across product lines
- check_circleNavigate multiple systems to process applications and forms
- check_circleFacilitate money movement for internal and external products on behalf of clients
- check_circleContact clients to gather information and verify form accuracy
- check_circleReview external company statements to input accurate data
- check_circleCollaborate with departments to resolve errors and streamline processes
Requirements
- verified2+ years of diverse experience in the financial industry
- verifiedFINRA SIE, Series 6 required or obtained within 12 months of hire/transfer