Remote Financial Planning Support Specialist

Thrivent; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Sick leave

Vacation pay

Paid holidays

Job summary

Thrivent Financial, via Clarity Financial Planning Group, seeks a remote Support Advisor to assist the existing client base. You will enter client data, draft and present financial plans, and support advisors with meetings and paperwork.

The role emphasizes operations support with no direct client advisement authority. Ideal candidates have a background in financial services, required securities licenses, and a commitment to confidentiality.

Qualifications

• Financial services experience preferred.
• Securities licensing (7/66 or 7/63 & 65) and Life, Health, Annuities registrations required.
• Demonstrated customer service orientation/experience, 3+ years preferred.
• Ability to handle multiple tasks and maintain quality amid interruptions.
• Maintain integrity of sensitive information.

Responsibilities

• Enter client information into Salesforce.
• 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 and questions.
• Research and respond to client inquiries.
• Finalize, submit, and track all client account and paperwork.
• Gather and maintain customer suitability information.
• Assist Financial Advisors in meeting preparation and follow-up.
• Update client information in planning tools (Salesforce, MoneyGuide Pro, Morningstar, others).
• Complete electronic and paper service forms and new business applications.
• Fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications.
• Accept and/or enter brokered trades and instructions.
• Handle post-meeting tasks.
• Other responsibilities as assigned by the Lead Advisor.
• This is strictly a support/operations role; not a path to client-facing advisory.

Skills

Financial services experience

Customer service

Multitasking

Data privacy

Product knowledge

Education

Licenses: Series 7/66 or 7/63 & 65; Life, Health, Annuities registrations

Job description

Thrivent Financial, via Clarity Financial Planning Group, seeks a remote Support Advisor to assist the existing client base. You will enter client data, draft and present financial plans, and support advisors with meetings and paperwork.

The role emphasizes operations support with no direct client advisement authority. Ideal candidates have a background in financial services, required securities licenses, and a commitment to confidentiality.