Remote Financial Planning Support Specialist

Thrivent; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Sick leave

Vacation pay

Paid holidays

Job summary

Thrivent is seeking a remote Support Advisor to assist with client interactions and financial planning documentation. You will manage client data in Salesforce, help prepare financial plans, and provide support to Financial Advisors.

Ideal candidates should have previous experience in financial services and relevant registrations. This role is integral in maintaining client relationships without a direct advisory capacity. Competitive pay and benefits are offered.

Qualifications

• Previous financial services experience desired.
• Ability to maintain confidentiality of sensitive information.
• Demonstrated customer service experience, 3+ years preferred.

Responsibilities

• Enter client information into Salesforce.
• Prepare and update financial plans for client meetings.
• Research and respond to client inquiries.

Skills

Customer service orientation

Interpersonal skills

Analytical thinking

Planning/Organizing

Education

Securities and Life, Health, and Annuities registration

3+ years in financial services

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Thrivent is seeking a remote Support Advisor to assist with client interactions and financial planning documentation. You will manage client data in Salesforce, help prepare financial plans, and provide support to Financial Advisors.

Ideal candidates should have previous experience in financial services and relevant registrations. This role is integral in maintaining client relationships without a direct advisory capacity. Competitive pay and benefits are offered.