More jobs:
Support Advisor – Quadrant Financial Advisors
Job in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-01-26
Listing for:
Thrivent
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Employer Industry: Financial Services
Benefits- 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
- 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
- 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
- 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
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×