Advanced Brokerage Operations Professional - Licensed

March 22

❄️ Minnesota – Remote

Although this job is listed in Minnesota, this company may be open to hiring remote in other states.

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $22 - $30 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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Thrivent

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Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

We offer financial advice • investments • insurance • banking and generosity programs.

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

📋 Description

• This position is accountable for answering incoming phone calls and processing new account documents, maintenance requests, transfers and distributions • Analyzes and processes non-routine and/or complex new business and service transactions • Ensures service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards • Provides support in the development of policies/procedures and quality assessments • Willingly cooperates and works collaboratively to accomplish department objectives

🎯 Requirements

• High School • 1-2 years related experience • FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire • Strong written and communication skills • Proficient with MS Excel, MS Word, and applicable financial reporting tools

🏖️ Benefits

• various bonuses (including, for example, annual or long-term incentives) • medical, dental, and vision insurance • health savings account • flexible spending account • 401k • pension • life and accidental death and dismemberment insurance • disability insurance • supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • paid parental leave • EAP • well-being benefits • other employee benefits