Support Advisor - Decorah

Job summary

We are growing and adding a Support Advisor to our team which serves clients with a focus on all age groups and comprehensive planning. This is a full-time role that can either be in office or 100% remote.

This position will provide support to the clients of Quadrant Financial Advisors including handle sensitive communications with members/customers, facilitating and/or co-present product specific seminars and/or workshops as necessary,
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services,
,open product applications
,conducting research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice ,accepting trade orders from customers, explaining insurance coverage; analyze exposures or policies; provide recommendations Assisting financial representatives in preparing for client meetings. Additional responsibilities may be assigned in accordance with licensure and business needs you will employed by Quadrant Financial Advisrs

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Job description