About this role
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA at Thrivent. Location: Seattle, Washington, United States. Role: advising clients, conducting research, entering trades Requirements: Securities registrations (Series 7 and 66 or Series 7, 63 and 65) and resident state life/health/annuities registration required; CFP preferred; 3+ years licensed advisor experience; proficiency with Money Guide Pro, Wealthscape, Morningstar, Salesforce. Category: Finance and Accounting Seniority: Mid Level Tools: Money Guide Pro, Wealthscape, Morningstar, Salesforce Certifications: series 7, series 66, series 63, series 65, life health and annuities, cfp Commitment: Full Time Workplace: Hybrid Languages: English