Thrivent is Hiring a Support Advisor - Five Star Financial Group Near Brenham, TX
Organization/Business Overview: The Support Advisor works as a part of the advisory team at Five Star Financial to observe meetings run by more senior advisors for training, implement strategies recommended in client meetings, and assist with client and prospect needs as assigned. The goal is to build their knowledge base while refining their role on the team. This position provides support to our existing client base. It provides technical support for the Lead Advisor and/or Service Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. May participate in client meetings, but not in an advice capacity. Has no decision-making authority on client matters. 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 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
Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
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
Qualifications
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
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Career Progression May remain in position for the length of their career or become Service Advisor and/or Lead Advisor. Compensation Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors. Industry Title Support Advisor Salary $40,000 - $50,000 Commissions Variable Reports to: Ray Weiss Location: Brenham, TX Role: Full-Time Hours: M-F As part of the sponsoring financial advisor 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. 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.