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Added 3 mins ago
Associate Director, Customer Success
ZMC-US ITMR Itamar Medical
Remote, United States
The Associate Director, Customer Success is responsible for leading the post-sale customer experience for ZOLL Itamar solutions, with a primary focus on WatchPAT programs and IDTF-related…
Added 9 mins ago
HEALTH SERVICES ADMINISTRATOR
The GEO Group
Big Spring, TX
Bachelor’s degree in Healthcare Administration or a Bachelor’s or Associate’s degree in Nursing.
Added 9 mins ago
COMPLIANCE AUDITOR
The GEO Group
Big Spring, TX
…compliance and accreditation standards set by the organization, client, or other outside parties are verified within the necessary established timeframes. This position also serves as the…
Added 9 mins ago
FACILITY ADMINISTRATOR
The GEO Group
Big Spring, TX
Bachelor’s degree in the behavioral sciences or related field supplemented by courses in business administration and a minimum of ten (10) years of work experience in a correctional or…
Added 9 mins ago
FACILITY ADMINISTRATOR
The GEO Group
Big Spring, TX
Bachelor’s degree in the behavioral sciences or related field supplemented by courses in business administration and a minimum of ten (10) years of work experience in a correctional or…
Added 13 mins ago
SAP Tech Lead (App dev, BTP, Integration, SAP AI)-Senior Manager
PWC US
GA-Atlanta, GA · MI-Grand Rapids, MI · CA-Irvine, CA · NC-Raleigh, NC · NC-Charlotte, NC · FL-Jacksonville, FL · IL-Chicago, IL · OH-Cincinnati, OH · OH-Cleveland, OH · SC-Columbia, SC · MO-Kansas City, MO · OH-Columbus, OH · TX-Dallas, TX · AR-Little Rock, AR · CA-Los Angeles, CA · MD-Baltimore, MD · VA-Richmond, VA · MA-Boston, MA · CA-Sacramento, CA · AL-Birmingham, AL · MO-St. Louis, MO · UT-Salt Lake City, UT · TX-San Antonio, TX · CA-San Francisco, CA · CA-Silicon Valley, CA · WA-Seattle, WA · SC-Spartanburg, SC · NY-Albany, NY · CT-Stamford, CT · FL-Tampa, FL · OK-Tulsa, OK · TX-Austin, TX · DC-Washington, DC · AR-Fayetteville, AR · NY-Melville, NY · WI-Milwaukee, WI · MN-Minneapolis, MN · CO-Denver, CO · IA-Des Moines, IA · TN-Nashville, TN · MI-Detroit, MI · LA-New Orleans, LA · US-Hybrid · NY-Buffalo, NY · NY-New York, NY · NJ-Florham Park, NJ · OK-Oklahoma City, OK · TX-Fort Worth, TX · NC-Greensboro, NC · PA-Philadelphia, PA · PA-Pittsburgh, PA · CT-Hartford, CT · TX-Houston, TX
As a SAP Tech Lead (App dev, BTP, Integration, SAP AI) you will lead client work across SAP application development, SAP Business Technology Platform, integration, and SAP AI within our…
Added 16 mins ago
General Manager (CRE)
Cushman & Wakefield U.S., Inc.
GA
…information required to operate the portfolio in order to meet the client’s and company objectives. Act as a point of contact for integrating service platform for the client, as well as…
Added 18 mins ago
Controls Project Manager
Johnson Controls Inc.
United States
Minimum Qualifications: Associate degree in Construction Management, Engineering Technology, HVAC Technology, Building Automation Systems, or a related field, with a minimum of four years…
Added 24 mins ago
District Manager
Avenue5 Residential, LLC
Nashville, TN
…operations, overseeing supplier contracts and maintenance, lease administration, monthly reporting and ensuring a positive experience for the residents, associates and property owners in…
Added 25 mins ago
P
Associate, Client Advisory
Pathstone
Boston, MA
- $72,500 to $82,500 USD / year
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the…
Added 31 mins ago
VO
Veterinary Assistant
Vicar Operating, Inc. dba VCA
College Park, GA
- $16 to $18 USD / hour
Practice management software with digital innovations for streamlined practice flow and client communication
Added 38 mins ago
AC
Accounting Associate
Aston Carter
Wooster, OH
- $23 to $25 USD / hour
Job Title: Accounting AssociateJob DescriptionThe Accounting Associate supports a wide range of administrative and accounting activities using enterprise resource planning (ERP) and invoice…
Added 39 mins ago
Senior Director of Development
HOFSTRA University
NY
…solicitation, and stewardship of prospects and donors. Reporting to the Associate Vice President for Development, the Senior Director of Development serves as a key member of the…
Added 40 mins ago
IG
Provider Network Recruiter
Insight Global
Remote, United States
- From $38 USD / hour
3+ years of experience in provider healthcare recruiting and contracting, healthcare client management, healthcare consulting, or a related field
Added 48 mins ago
Short Hour LVN Direct Care Staff - Mental Health 619
Main Template
Anaheim, CA
“They made it easier for me to live, breathe, eat, and stay clean. Without them, I’d be waiting somewhere, waiting for someone to give me a chance to live...” - Client from Telecare
Added 49 mins ago
Veterinary Technician - Oncology
BluePearl Vet, LLC
United States
Discharge Oncology patients from the hospital, including basic client education such as how to handle patient eliminations after chemotherapy, how to handle oral chemotherapy at home,…
Added 52 mins ago
OPERATIONS MANAGER (EVS) 3rd Shift - Washington DC
Compass Group
Washington, DC
…the frontline associates and will serve as a liaison between administration and unit departments, providing the highest possible level of…
Added 53 mins ago
PATIENT EXPERIENCE MANAGER, MUSC ART, Charleston, SC
Compass Group
CHARLESTON, SC
…patient satisfaction initiatives in order to assure highest client and customer satisfaction levels and account retention, strong employee relations, achievement of financial goals and…
Added 53 mins ago
Server Systems Administrator
BAE Systems
Anniston, AL
Provide server, system and application administration, maintenance and configuration for a predominantly Microsoft Windows server based domain of networked servers, desktop computers and…
Added 55 mins ago
AU
Site Supervisor
Allied Universal
Los Angeles, CA
- $28 USD / hour
…the Site Supervisor encompasses the professional operation, administration, profitability, and quality assurance of uniformed services for a client’s…
Added 59 mins ago
Senior Windows Engineer
MANTECH
Laurel, MD
Provide Tier 1–3 help desk support for client, server, and network issues.
Added 59 mins ago
System Administrator
MANTECH
Laurel, MD
Provide support for implementation, troubleshooting, and day-to-day operations of IT systems, client/server hardware, storage, and network devices.
Added 59 mins ago
Director of Due Diligence
RPM Living
Austin, TX
…of the DD team as well as ensuring DD deliverables and other client needs are delivered…
Added 1 hour ago
PF
Sr Associate, Client Service Onboarding Manager
Principal Financial Group
Des Moines, IA
- $55,800 to $126,000 USD / year
The Sr Associate, Client Service Onboarding Manager will lead an assigned group of clients at a plan level, through the retirement plan onboarding process by coordinating all aspects of the…
Added 1 hour ago
Program Administrator - Events (Hybrid)
Morley
Saginaw, MI
This is an early career role in administration based at Morley in Saginaw, Michigan. We run travel programs around the world for Fortune and Global 500 clients.

Practice Support Associate - West Advisor Group

Remote, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Organization/Business Overview:

The sponsoring financial advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.

Position summary:

This position provides administrative support to the sponsoring financial advisor. This position serves as a resource to Financial Professionals and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by the sponsoring financial advisor.

Position Roles/Responsibilities/Accountabilities

Research inquiries regarding client accounts
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
Performs routine administrative duties such as maintaining office supplies and processing mail
Handles incoming telephone calls to the sponsoring financial advisor and responds to requests for information
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
Updates the contact management system with client/member contact and preference information
Assists Financial advisors in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
Obtaining customer financial information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders (if properly licensed)
Explain, discuss or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs
Manually enter information provided by the financial advisor into electronic application systems and email, lock sign or submit.
Note CAN NOT be listed as the servicing representative AND need to note their FR is selling agent within the rep questionnaire.

Position Qualifications

Practice Support Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the practice support associate must be:
Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
Appropriately insurance licensed/appointed for sale of all life/health and variable products
Must be insurance licensed/appointed
Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
Demonstrated customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor. Our products and services, and Thrivent Financial
Previous administrative/secretarial experience desired

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of West Advisor Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI

Pay Transparency

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.

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#ThriventInternalOnly

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