Remote Financial Planning Support Advisor

Thrivent; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Pacific Legacy Group, an independent Thrivent Financial practice, is seeking a remote Support Advisor to assist the Lead Advisor and Service Advisor with data gathering, model building, plan development, and presentation creation for clients. You may participate in client meetings, but won’t provide advice or have decision-making authority.

The role supports the existing client base, uses planning tools, and reports to the Financial Advisor; Thrivent sponsors FINRA and insurance licensure.

Qualifications

• Previous experience in financial services is preferred.
• Securities and Life/Health/Annuities registrations required.
• Demonstrated customer service orientation and experience.
• Ability to manage multiple tasks with interruptions.
• Maintain the integrity of sensitive information.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Enter client information into various systems.
• Prepare and update financial plans and presentation material for client meetings.
• Enter information into planning software and draft financial plans.
• Maintain existing client relationships through processing requests and inquiries.
• Assist Financial Advisors with meetings preparation and follow-ups.
• Update client data in Salesforce, MoneyGuide Pro, and Morningstar.
• Complete service forms and new business applications.
• May assist with and sign life/variable contracts and trade orders.

Skills

Previous financial services experience

Securities/Insurance registration

Customer service experience

Multitasking ability

Data handling integrity

Product knowledge of Thrivent

Job description

Pacific Legacy Group, an independent Thrivent Financial practice, is seeking a remote Support Advisor to assist the Lead Advisor and Service Advisor with data gathering, model building, plan development, and presentation creation for clients. You may participate in client meetings, but won’t provide advice or have decision-making authority.

The role supports the existing client base, uses planning tools, and reports to the Financial Advisor; Thrivent sponsors FINRA and insurance licensure.