Support Advisor – Quadrant Financial Advisors

Thrivent•Lowell, MA

8d•$50,000 - $70,000•Remote

About The Position

Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Quadrant Financial Advisors is an independent financial services practice of Thrivent in Decorah, Hiawatha, Coralville, and Dubuque. We are growing and adding a Support Advisor to our team, which serves clients with a focus on all age groups and comprehensive planning. This is a full-time role that can either be in office or 100% remote. Job Description As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Quadrant Financial Advisors including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction Facilitate and/or co-present product specific seminars and/or workshops as necessary Identify criteria for fund selection and track against indexes, specifically for WRAP accounts Participate in business planning for the Practice as needed Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services Open and complete product applications Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g., conducting due diligence, etc.) Obtain member/customer financial and/or suitability information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Assist financial representatives in the preparation and follow up for the member/customer meetings Collaborate with financial representatives to assist client with product changes Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings Additional responsibilities may be assigned in accordance with licensure and business needs You will be employed/contracted by Quadrant Financial Advisors. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is: Planning/Organizing Analytical thinker Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor.
Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
Demonstrated customer service orientation/experience, 2+ years preferred
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
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

Nice To Haves

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

Responsibilities

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g., conducting due diligence, etc.)
Obtain member/customer financial and/or suitability information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist client with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs