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Support Advisor - Five Star Financial Group

    • Brenham, Texas
  • Financial Advisor
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Description

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.

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Support Advisor - Five Star Financial Group

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At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

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