Part-Time Team-Based Financial Advisor Associate

Thrivent; Medina (OH); Vor Ort; USD 100.000 - 135.000; Teilzeit

Benefits dieser Stelle

Medical insurance

Vision insurance

401(k)

Pension plan

Zusammenfassung

A holistic financial services organization is seeking a part-time Associate to provide support to financial advisors. This role involves assisting with securities and investment advisory products, advising clients, and ensuring high customer satisfaction. Candidates should have customer service experience and be willing to obtain necessary licenses. Competitive compensation is provided, along with a range of benefits.

Qualifikationen

• 2+ years of customer service experience preferred.
• Ability to maintain confidentiality of sensitive information.
• Willingness to complete necessary state training.

Aufgaben

• Provide support to the financial advisor's clients.
• Assist in developing marketing plans to retain members.
• Counsel customers on suitable financial products.

Kenntnisse

Customer service orientation

Communication

Analytical thinking

Interpersonal skills

Teamwork and collaboration

Ausbildung

Securities registered or willing to become within 120 days

Appropriate insurance licensing

Jobbeschreibung

A holistic financial services organization is seeking a part-time Associate to provide support to financial advisors. This role involves assisting with securities and investment advisory products, advising clients, and ensuring high customer satisfaction. Candidates should have customer service experience and be willing to obtain necessary licenses. Competitive compensation is provided, along with a range of benefits.