Financial Advisor

Job Title: Advisor Support Representative – Open to New Graduates Salary: $45,000-$50,000 per year + annual performance-based bonus Role Type: Full-time, Non-Exempt Locations: Oakdale, MN 55128 Scottsdale, AZ 85255 Returned to the office requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs above and must be willing to work an assigned schedule. Schedule: Shift schedules are aligned to time zones for service; some flexibility may be required. Training schedule may differ from the eventual assigned schedule. Actual compensation offered will be determined individually based on location, skills, licensure, experience, and education. Benefits include health, vision, dental insurance, 401k, paid time away, volunteer days, and more. Summary Client’s Advisor Support team provides high‑quality support to financial professionals by responding to inbound phone inquiries and accurately processing service‑related forms and documentation. The role offers a strong foundation for long‑term growth within the firm, with hands‑on experience, ongoing training, and exposure to multiple areas of the business. Education Requirements High School Diploma or equivalent (GED) required. Responsibilities Customer Support & Phone Inquiries Answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures. Research and resolve issues efficiently, escalating complex matters as needed. Document all interactions accurately in internal systems. Form Processing & Administrative Support Review, verify, and process service forms and requests submitted by financial professionals. Follow established workflows and service‑level agreements to meet turnaround time expectations. Communicate with financial professionals regarding missing information or required corrections. Quality & Compliance Adhere to company policies, regulatory requirements, and data privacy standards. Maintain accuracy and attention to detail in all customer interactions and transactions. Participate in ongoing training to stay current on products, systems, and procedures. Work closely with internal teams to resolve inquiries and improve service delivery. Identify trends or recurring issues and provide feedback to leadership. Contribute to a positive team environment and customer‑focused culture. Basic Requirements Customer‑focused mindset. Attention to detail and accuracy. Problem‑solving and critical‑thinking skills. Time management and organizational skills. Motivated individuals looking to grow a career in the Financial Services industry. Minimum 1 year providing customer service, including proven results in bringing solutions to challenging issues. Proficient with Windows, MS Excel, Word, Outlook, and Internet. Ability to verbally communicate effectively with Advisors regarding service issues. Ability to read & interpret company policies, operations manuals, and technical guides. Preferred Requirements 1 year’ brokerage experience. Completion of the FINRA SIE exam. FINRA Series 7 certification. Experience with Envestnet / Wealth Management Platform. Bachelor’s degree in business, Finance, or related field. Prior experience or exposure in Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker‑Dealer, Financial Advisor, Support Representative, or Back Office Operations. #J-18808-Ljbffr Dexian