About this role
Associate - Monarch Group - Lakewood, CA at Thrivent. Location: Lakewood, California, United States. Role: preparing forms, supporting operations, communicating clients Requirements: Provide client service and operational support in a financial advisory practice; requires strong communication, organizational, and regulatory skills; California Life & Health license, Series 7 and Series 66 (or 63 & 65) required. Category: Business Operations Seniority: Entry Level Tools: Wealthscape Certifications: california life and health insurance, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English