Licensed Office Professional (Financial Associate) in Burlington, Wisconsin at SCOTT HERRMANN SHORELINE GROUP

Location: On-site (Multiple Offices in Central to Southeast Wisconsin)
Compensation: $20.00 - $28.00 per hour (Based on Experience & Licensing)
Schedule: Full-time, up to 40 hours per week

At Shoreline Group, we’re more than just a financial services firm—we’re a close-knit team driven by a shared passion for helping people secure their financial future. As an independent practice of Thrivent Financial, we serve our members with a holistic, relationship-first approach, guiding them toward financial success with confidence and care.

Thrivent Financial, a faith-based, not-for-profit organization with 2.6 million members, exists to help people live more generously. We empower our clients, communities, and nonprofits through financial solutions, educational resources, and values-driven support.

This position provides licensed administrative support to the Shoreline Group, ensuring smooth daily operations while enhancing the client experience. As a key resource for both Financial Advisors and clients, you’ll handle inquiries, manage communications, and facilitate essential financial and administrative tasks.

From answering calls and greeting clients to supporting securities and insurance-related processes, you’ll play a vital role in keeping the practice running efficiently.

• Serve as the first point of contact—answer incoming calls, greet clients, and provide excellent customer service.

• Manage client inquiries, research account-related questions, and provide timely communication.

• Provide fund values and answer securities-related questions (including, if appropriately licensed, variable insurance and annuities).

• Perform daily administrative tasks, including managing office supplies, processing mail, and maintaining office systems.

• Prepare and coordinate routine correspondence, reports, and special projects as needed.

• Drive client/member engagement by scheduling meetings with clients on behalf of Financial Advisors.

• Update the contact management system with client preferences and important details.

• Support Financial Advisors with meeting preparation, follow-ups, and product change assistance.

• Assist with marketing and outreach efforts, including direct mail, fraternal activities, seminars, and client events.

• Handle client financial data and support research for securities product recommendations or investment advice.

• Accept and process securities trade orders, including unsolicited trade orders (if appropriately licensed).

• Explain, discuss, and support insurance coverage inquiries, including issuing certificates, endorsements, and contracts.

• Provide support for variable insurance and annuities transactions, if appropriately licensed.

• Adapt to additional responsibilities as assigned, based on business needs and licensure.

• A positive attitude and strong customer service mindset—you genuinely enjoy helping people.

• Administrative experience specifically within a financial service organization (2+ years required ).

• Strong organizational skills with the ability to juggle multiple tasks and prioritize effectively.

• Tech-savvy—comfortable with Microsoft Office (Word, Excel, PowerPoint), and additional financial tools with a willingness to learn.

• Life & Health insurance licensed (required).

• Securities licensing (Series 7 & 66 or 6 & 63) (required).

• A fun, team-oriented workplace where your contributions are valued.

• Work-life balance—we respect your time and well-being.

• Growth potential—we invest in your development with training and licensing support.

• Good Benefits - Fair pay with bonus structure, insurance, and paid time off.

• Meaningful work—you’ll make a real difference in the lives of our clients.

Join a team where your skills, ideas, and passion for service will be celebrated! Apply today and take the next step in your career with Shoreline Group.

Background Check

As part of Shoreline Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be completed upon hiring. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Thrivent Financial will conduct background checks and fingerprinting. In the event any candidate refuses or fails a background check, the candidate will be eligible for hire.