Support Advisor - Covenant Financial Group

Thrivent•Reedsburg, WI

41d•$60,000 - $80,000•Onsite

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. Covenant Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Covenant Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Position Description Location of Position: Reedsburg, WI Hours: Monday-Friday, in office daily Salary Range: $60,000-80,000 Benefits: Simple IRA after one year As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Covenant Financial Group, including:

Requirements

Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable
Previous financial services experience desired
Securities (7/66, or 7/63 & 65) and Life, Health, and Annuities registration required
Demonstrated customer service orientation/experience, 3+ 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 our products and services, and Thrivent Financial.
Planning/Organizing
Analytical thinker
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all roles of the Covenant Financial Group.
Must be able to represent the organization in work with external clients.
Must be able to cultivate and maintain relationships with outside organizations.

Responsibilities

Enter client information into various systems
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen and maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Research and respond to client inquiries
Finalize, submit, and track all client account and application paperwork
Gather and maintain customer suitability information
Assists Financial Advisors in the preparation and follow up for client meetings
Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
Completes electronic and paper service forms and new business applications
May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
May accept and/or enter trade orders from clients, including unsolicited trade orders
May sit second chair in meetings to take notes
May handle all post meeting tasks
Other responsibilities as assigned by the Lead Advisor