Financial Associate Jobs in Menasha, WI (NOW HIRING)

• Servesas a primary point ofcontact for Financial Advisors and Field Leadership, providing compensation-related support through phone, email, and other service channels.

• Respondsto advisor inquiries by researching compensation questions, explaining policies and procedures, and resolving issues ina timelyandaccuratemanner.

• Processesandmaintainsadvisor compensation split agreements, including creating, updating,validating, and researching split arrangements.

• Investigatescompensation discrepancies by reviewingtransactions,identifyingroot causes, and coordinating resolution efforts with internal business partners.

• Processescompensation adjustments and corrections while ensuring adherence toestablishedcompensation policies, procedures, and controls.

• Reviewsnew business submissions and related documentation tovalidatecompensation-related data elements, including ownership, insured information, and advisor splits.

• Identifiesand escalatescompensation setup or processing issues that couldimpactadvisor payments, helping to minimize delays and payment inaccuracies.

• Educatesadvisors on compensation programs, business rules, and common compensation scenarios to improve understanding and reduce repeat inquiries.

• Maintainsaccuratedocumentation of advisor interactions, research findings, and issue resolutionsin accordance withdepartmental standards.

• Supportscontinuous improvement efforts byidentifyingtrends, providing feedback on recurring issues, andassistingwith updates to procedures and job aids.

• Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.

• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment toour clients. Shapes and/or supports a culture thatrepresentsthe Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

Describebelowthe audiencethis role will interact withand level of influencethey willhave on those roles.

Field Professionals (including Financial Advisors)
This role interacts extensively with Financial Advisors (FAs) and Office Professionals (Ops). Responsibilities include answering compensation-related questions,assistingwith manual split setup, researching missing compensation transactions, and providing guidance through compensation scenarios so advisors can make informed decisions for themselves and their teams. The role also delivers training and education to new FAs and other field partners.

Field Leaders
This role partners regularly with Field Leaders at all levels, including Group Vice Presidents (GVPs). Advisors often engage their Field Leaders when seekingassistancewith compensation matters, requiring close collaboration to research issues and identifyappropriate resolutions.

Field Compensation Operations and Reporting Teams
This role works closely with internal Field Compensation partners to resolve escalated advisor issues, process off-cycle payment requests, address reporting concerns, and fulfill ad hoc reporting and analysis needs.

Contracting, Licensing, and Registration (CLR)
Frequent collaboration with the CLR team is essential. This roleassistswith advisor questions,researchescompensation delays related to licensing and registration issues, and helps resolve data discrepancies and disputesregardinglicensing status, effective dates, and compensation eligibility.

Human Resources and Payroll
This role partners with Payroll and Human Resources teams to investigate and resolve compensation and paycheck-related inquiries. Many advisor questions require coordination between Field Compensation and Payroll to ensureaccurateandtimelyresolution.

New Business Team and Case Managers
This role works regularly with the New Business Team and Case Managers to address compensation impacts resulting from processing exceptions, operational issues, or transaction coding concerns. Collaboration helps ensure transactions are codedcorrectlyand compensation is calculated accurately, while also resolving advisor inquiries and exceptions.

Brokerage Team
This role partners with Brokerage to support advisor training and licensing requirements, as well as to research and resolve missing or incorrect compensation transactions related to brokerage business.

Mutual Fund Customer Service
This role collaborates with Mutual Fund Customer Service representatives to investigate advisor inquiriesregardingmissing compensation payments, payment calculations, and transaction-related compensation concerns.

Life Contract Change Team
This role works closely with the Life Contract Change team to resolve compensation issuesimpactingadvisors and to process manual compensation situations resulting from policy changes, contract updates, and other servicing activities.

QUALIFICATIONS & SKILLS: