Support Advisor – Quadrant Financial Advisors

Location: Decorah, Iowa (In-Office or 100% Remote)

Why Join Thrivent?

Thrivent is a mission-driven financial services organization that harnesses the power of financial expertise and generosity to help people achieve financial clarity. Unlike traditional firms, Thrivent places generosity at the heart of saving, investing, and planning, empowering clients to build lasting financial well-being while making a positive impact in their communities. As a Fortune 500 company with a not-for-profit heritage, we serve over 2 million members nationwide, offering purpose-based advice, investments, insurance, banking, and philanthropy solutions.

Quadrant Financial Advisors, an independent practice of Thrivent, operates in Decorah, Hiawatha, Coralville, and Dubuque, Iowa. We're a dynamic team focused on comprehensive financial planning for clients of all ages—from young families to retirees. Join our growing practice as a Support Advisor and contribute to meaningful work that transforms lives. This full-time role offers flexibility with in-office or fully remote options, allowing you to thrive professionally while maintaining work-life balance in the beautiful Decorah, Iowa area.

At Thrivent and Quadrant Financial Advisors, you'll enjoy a rewarding career with collaborative teams, ongoing professional development, and the chance to grow within a values-led organization committed to faith, community, and financial empowerment.

Role Description

As a Support Advisor, you'll serve as a vital resource for our financial advisors, delivering exceptional client support and operational excellence. This role involves handling sensitive client communications, facilitating educational seminars, conducting research for investment recommendations, processing trades and applications, and collaborating on client meetings. You'll counsel clients on suitable financial products, insurance, and investment advisory services, ensuring every interaction aligns with our client-first philosophy.

Employed directly by Quadrant Financial Advisors, you'll play a key role in business planning, marketing initiatives, and driving client satisfaction. Ideal for detail-oriented professionals passionate about finance, this position offers exposure to diverse financial services in a supportive, high-impact environment.

Detailed Responsibilities

• Handle sensitive communications with clients, managing highly confidential information through verbal and written channels to ensure top-tier customer satisfaction.
• Facilitate and co-present product-specific seminars and workshops to educate clients on financial solutions.
• Identify fund selection criteria and track performance against indexes, particularly for WRAP accounts.
• Participate in practice business planning and strategic initiatives.
• Counsel prospective and current clients on appropriate financial products and investment advisory services.
• Open and complete product applications efficiently and accurately.
• Conduct substantive research, due diligence, and information gathering to support suitable securities recommendations and investment advice.
• Gather and analyze client financial and suitability information.
• Accept and enter securities trade orders, including unsolicited trades, with precision.
• Explain insurance coverage, analyze policies and exposures, and provide tailored recommendations.
• Issue certificates of insurance, endorsements, binders, commitments, and contracts.
• Assist financial representatives in preparing for and following up on client meetings.
• Collaborate with advisors to implement client product changes seamlessly.
• Drive marketing efforts, including direct mail, fraternal activities, seminars, and community events.
• Undertake additional responsibilities based on licensure and business needs.

Required Skills

Success in this role demands a blend of technical expertise, interpersonal finesse, and proactive problem-solving. Key skills include:

• Exceptional verbal and written communication for confidential client interactions.
• Financial product knowledge, including investments, insurance, and advisory services.
• Research and due diligence proficiency for securities recommendations.
• Trade order processing and account management accuracy.
• Insurance policy analysis and recommendation skills.
• Presentation abilities for seminars and workshops.
• Client relationship management and satisfaction focus.
• Marketing and business development acumen.
• Organizational skills for business planning and meeting preparation.
• Adaptability to remote or in-office hybrid work.

Education & Experience

Minimum Requirements:

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• 2+ years in financial services, client support, or advisory roles.
• Relevant licenses (e.g., Series 7, Series 66, Life & Health Insurance) or willingness to obtain.
• Proficiency in financial planning software, CRM systems (e.g., Wealthscape, Salesforce), and Microsoft Office Suite.

Preferred: Experience in comprehensive financial planning, WRAP accounts, or Thrivent products. Strong understanding of regulatory compliance (FINRA, SEC, state insurance).

Compensation Overview

Competitive base salary plus performance incentives, reflecting Decorah, Iowa's cost of living and market standards for financial advisors.

Benefits

Thrivent offers comprehensive benefits including medical, dental, vision, 401(k) with match, paid time off, professional development stipends, licensing support, and Thrivent Matching Gifts program. Enjoy wellness programs, flexible scheduling, and community involvement opportunities. Remote work setup provided for eligible roles.

Apply Today! Join Quadrant Financial Advisors at Thrivent and make a difference. Submit your resume to explore this Support Advisor opportunity in Decorah, Iowa.