Support Advisor – Quadrant Financial Advisors

Employer Industry: Financial Services

• 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