Support Advisor - Covenant Financial Group

TL;DR

Support Advisor (Financial Services): Support financial advisors by entering client data, preparing financial plans and presentations, and managing client relationships with an accent on accurate documentation and inquiry resolution. Focus on utilizing planning tools like Salesforce, MoneyGuide Pro, and Morningstar to draft plans, process paperwork, and assist in client meetings.

Location: Reedsburg, WI (in office daily, Monday-Friday)

Salary: $60,000-80,000

Company

hirify.global is a not-for-profit Fortune 500 financial services organization offering advice, investments, insurance, banking, and generosity programs to over 2.4 million clients.

What you will do

• Enter client information into systems and financial planning software to prepare draft plans.
• Prepare and update financial plans, presentation materials, and client meeting follow-ups.
• Deepen client relationships by processing requests, resolving inquiries, and maintaining up-to-date documentation.
• Finalize, submit, and track client account paperwork and applications.
• Gather customer suitability information and assist advisors in meetings, including note-taking and post-meeting tasks.
• Handle trade orders and service forms as needed.

Requirements

• Satisfactory background check, fingerprinting, and securities registration (7/66 or 7/63 & 65) and Life, Health, and Annuities licensing required
• Demonstrated customer service orientation/experience (3+ years preferred)
• Ability to handle multiple tasks with frequent interruptions while maintaining high-quality work
• Ability to maintain confidentiality of sensitive information
• Basic understanding of financial products and services
• Planning/organizing, analytical thinking, communication, interpersonal skills, teamwork, and adaptability

Nice to have

• Previous financial services experience

Culture & Benefits

• Work collaboratively with all roles in Covenant Financial Group and external clients.
• Simple IRA after one year.
• Focus on purpose-based financial advice and client well-being.