Remote Financial Planning Support Advisor

Thrivent; Salt Lake City (UT); Remote; USD 80.000 - 100.000; Vollzeit

Zusammenfassung

Pacific Legacy Group, an independent financial services practice of Thrivent Financial, is seeking a fully remote Support Advisor to assist the Lead Advisor and Service Advisor from Salt Lake City, UT. You will prepare and update financial plans, enter data into planning software, and support client meetings.

The role requires securities licenses, 3+ years of customer service, and strong integrity with the ability to multitask and manage confidential information.

Qualifikationen

• Securities (7/66, or 7/63 & 65) and Life, Health, and Annuities registration required
• Demonstrated customer service orientation/experience, 3+ years preferred
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.
• Basic understanding of our products and Thrivent Financial.
• Analytical Thinker
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Must be able to work with all roles of the Pacific Legacy Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Aufgaben

• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen and maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Gather and maintain customer suitability information
• Assists Financial Advisors in the preparation and follow up for client meetings
• Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
• Completes electronic and paper service forms and new business applications
• May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
• May accept and/or enter trade orders from clients, including unsolicited trade orders
• May sit second chair in meetings to take notes
• May handle all post meeting tasks
• Other responsibilities as assigned by the Lead Advisor

Kenntnisse

Securities licenses

Customer service

Multitasking

Integrity

Product knowledge

Analytical thinking

Client focus

Communication

Interpersonal skills

Teamwork

Relationship building

Representation

Networking

Tools

Salesforce

MoneyGuide Pro

Morningstar

Jobbeschreibung

Pacific Legacy Group, an independent financial services practice of Thrivent Financial, is seeking a fully remote Support Advisor to assist the Lead Advisor and Service Advisor from Salt Lake City, UT. You will prepare and update financial plans, enter data into planning software, and support client meetings.

The role requires securities licenses, 3+ years of customer service, and strong integrity with the ability to multitask and manage confidential information.