Our mission is to empower the clients we serve to live exceptional lives in alignment with their values and goals through uncompromising integrity, genuine trust, and personalized advice.
Gratitude / Kindness / Generosity / Wisdom / Integrity / Humility
The Myers is an independent financial services practice of Thrivent Financial with offices in Eden Prairie, MN and Cottage Grove, MN. We are a family-style practice focused on values-based advice, helping clients live abundantly within their means, make a productive impact in their communities, and invest for positive change in the world.
Position Summary: This full-time, in-person position provides analytic & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This role is expected to have some degree of client interaction and requires a friendly and congenial personality. Daily duties will vary, and candidate should have a demonstrated ability to self-manage and prioritize on the fly. This role is a direct support to the chief investment officer, and assists daily operations of the practice, including, but not limited to: preparing forms, drafting investment proposals and portfolio recommendations, executing trades, gathering information from clients and prospects, providing investment commentary to advisors, and assisting in routine periodic investment research and analytics.
Salary Range: $65,000-85,000
Annual Bonus: Up to 10% based on individual & team performance
Benefits: Health Savings Account, SIMPLE retirement savings plan, Paid Time Off
This position will sit out of Cottage Grove, MN.
Position Roles/Responsibilities/Accountabilities
Position Qualifications
Competencies
External/Internal Dependencies
As part of The Myers' 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 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.