Associate Financial Advisor – Pacific Northwest Consultants
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Before you apply
SalaryNo pay range posted
LocationWA - Spokane; Remote-Washington
Work modehybrid
Typefull-time
SeniorityEntry
Company size10,000+ people
PostedSep 25, 2026 · 1mo ago
Verified live1d ago
May no longer be actively hiring
64% of this company's open roles have been listed for 90+ daysNo pay range listed, though Washington requires one
About the company
Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Pacific Northwest Consultants is an independent financial services practice of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Pacific Northwest Consultants is a client-centered financial practice with a focus on personalized, fiduciary-driven advice and long-term client relationships. This is a full-time role that is located in Spokane, WA with the option of fully remote for qualified candidates.
Responsibilities
As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Pacific Northwest Consultants, including:
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Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
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Facilitate and/or co-present product specific seminars and/or workshops as necessary
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Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
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Participate in business planning for the Practice as needed
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Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
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Open and complete product applications
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Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
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Obtain member/customer financial and/or suitability information
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Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
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Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
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Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
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Assist Financial Advisors in the preparation and follow up for the member/customer meetings
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Collaborate with financial representatives to assist client with product changes
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Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
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Additional responsibilities may be assigned in accordance with licensure and business needs
Legal
You will be employed/contracted by Pacific Northwest Consultants.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are or want to become part of the communities where clients live, work and worship. Our ideal candidate is: