Client-Focused Financial Advisory Support

Thrivent; Lexington (KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Paid Holidays

Firm Based Bonus

Licensing and Bonus Structure

Job summary

Thrivent is seeking a dedicated financial services professional to support financial advisors and manage client relationships in Lexington, Kentucky. This full-time position involves entering client data, preparing financial plans, and ensuring high-quality service.

The ideal candidate has a background in financial services, preferably 3+ years of customer service experience, and strong organizational skills. A comprehensive benefits package, including a competitive salary between $60,000-$80,000, is offered.

Qualifications

• Previous financial services experience desired.
• 3+ years of demonstrated customer service experience.
• Ability to handle sensitive and confidential information.

Responsibilities

• Enter client information into systems.
• Prepare financial plans and update presentation materials.
• Maintain client relationships and handle inquiries.

Skills

Customer service orientation

Securities registration (7/66, or 7/63 & 65)

Life, Health, and Annuities registration

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Thrivent is seeking a dedicated financial services professional to support financial advisors and manage client relationships in Lexington, Kentucky. This full-time position involves entering client data, preparing financial plans, and ensuring high-quality service.

The ideal candidate has a background in financial services, preferably 3+ years of customer service experience, and strong organizational skills. A comprehensive benefits package, including a competitive salary between $60,000-$80,000, is offered.