Support Advisor

Summary

About the Role

Eckhardt Financial Group, one of the top-producing teams under the Thrivent umbrella, is seeking a highly organized and client-focused Support Advisor. This hybrid position supports both investment operations and client service needs. You’ll work alongside a dynamic team of advisors to help manage brokerage accounts, retirement plans, annuities, life and health insurance, and more.
This is a critical role in helping our team scale, serve more clients, and sustain the rapid growth we continue to experience year over year.

Location

We have multiple offices (Altamont, Collinsville, and Hoffman, IL, & Southaven, MS), and serve clients across the country. This position would be based in our Collinsville, Altamont, or Southaven office, depending on the employee’s location. Virtual flexibility may be considered.

Job Description

Position Roles/Responsibilities/Accountabilities

• Support all team advisors (currently 11 full-time advisors)
• Maintain strict client confidentiality and professionalism
• Provide exceptional client service (via phone, email, Zoom, & potentially in person)
• Prepare new account paperwork and applications (brokerage, mutual fund, annuity, life insurance, etc.)
• Assist with case preparation and follow-up related to applications
• Manage application workflows, monitor pending business reports, and ensure timely processing
• Work with clients to complete and submit forms, including DocuSign, eApps, and paper applications
• Track and assist with incoming/outgoing money movement
• Handle service requests: distributions, tax forms, bank updates, and beneficiary changes
• Coordinate with Thrivent’s Home Office and financial institutions to complete service items
• Conduct 3-way rollover calls with clients and outside firms
• Attend or lead client meetings in a service advisor capacity, as needed
• Utilize Salesforce and Zoom Phone; training available as needed

Position Qualifications

• Bachelor’s degree or 3+ years of experience in a financial services firm
• Life & Health License (or willingness to obtain within 60 days)
• FINRA Series 7 & 66 (or Series 6 & 63)
• Proficient in Microsoft Office
• Excellent attention to detail, multitasking ability, and deadline management
• Strong decision-making, communication, and client-service skills
• Self-motivated and team-oriented

Benefits

• Competitive starting salary: $55,000 - $73,000
  • Annual salary increases typically tied to cost-of-living (COLA), or up to 2× COLA, based on team performance and goal achievement
• Annual performance-based bonuses, typically averaging 5–10% of annual salary in recent years
• Earn a revenue split if you bring in new clients
• 401(k) with 5% match (Roth and Traditional options, eligible after 6 months of service)
• 10 paid holidays – including your birthday!
• Paid Time Off: 7 days in year one (starting January 1 each year, increasing annually)
• Health Insurance: 80% covered for individuals, 60% for family (up to $750 cap)
• 100% paid short-term disability
• Dependent care Flexible Spending Account
• Covered costs for:
  • Licensing and CE requirements
  • Approved professional designations or other certifications
  • Professional dues
• Longevity bonuses
  • $5,000 after 5 years of service,
  • $10,000 after 10 years,
  • $15,000 after 15 years, and
  • $20,000 after 20 years
• Team outings and ongoing career advancement opportunities

Why Join EFG?
We’re a team of 24 passionate professionals who treat clients like family and go the extra mile. Our culture is fast-paced, energetic, and built on trust, education, and service excellence. We’re proud to deliver top-tier service and look forward to bringing on team members who share our values and drive.

As part of Eckhardt Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.