Thrivent

Support Advisor – Quadrant Financial Advisors


Pay$50000.00 - $70000.00 / year
LocationMyrtle Point/Oregon
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: REQ-45737
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Salary up to $70,000 annually, with the opportunity to earn commissions
      - May be eligible for a comprehensive benefits package
      - Full-time role with flexible work options, including remote work
      - Opportunity to make a meaningful impact in clients' financial well-being
      - Supportive and collaborative work environment with a focus on community engagement

      What to Expect (Job Responsibilities):
      - Provide support to financial advisors and assist clients with financial products and investment advisory services
      - Handle sensitive communications and ensure high levels of customer satisfaction through effective verbal and written communication
      - Conduct substantive research for making suitable securities product recommendations
      - Facilitate product-specific seminars and workshops as necessary
      - Collaborate with financial representatives to assist clients with product changes

      What is Required (Qualifications):
      - Securities registration (Series 7 and 66 or Series 7, 63 and 65) and state Life, Health, and Annuities registration
      - Minimum of 2 years of demonstrated customer service orientation/experience
      - Ability to handle multiple tasks while maintaining a high quality of work
      - Integrity in managing sensitive and confidential information
      - Basic understanding of financial products and services offered by the employer

      How to Stand Out (Preferred Qualifications):
      - Previous administrative or secretarial experience
      - Experience in a financial advisory or related environment
      - Strong analytical and organizational skills
      - Excellent interpersonal and teamwork abilities
      - Flexibility and adaptability in a dynamic work environment

      #FinancialServices #CareerOpportunity #RemoteWork #CustomerSupport #FinancialAdvising
  • About the company

      Thrivent is a Fortune 500 not-for-profit financial services organization headquartered in Minneapolis, Minnesota, and Appleton, Wisconsin, and founded by Lutherans.

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