Remote Support Advisor - Financial Planning

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

Benefits offered by this job

Paid Sick Leave

Vacation Pay

Paid Holidays

Job summary

Thrivent Financial is seeking a Support Advisor for its Clarity Financial Planning Group located in Boise, Idaho. This role is focused on providing support to clients, assisting with data gathering, case design, and maintaining client relationships.

Ideal candidates possess a background in financial services and strong customer service skills, further strengthened by their proficiency in tools like Salesforce and financial planning software. Salary ranges from $65,000 to $85,000 based on experience and performance.

Qualifications

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

Responsibilities

• Enter client information into Salesforce.
• Prepare financial plans and client presentations.
• Maintain relationships with clients through efficient communication.

Skills

Customer Service Orientation

Analytical Thinking

Communication

Teamwork and Collaboration

Education

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

Life, Health, and Annuities registration

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Thrivent Financial is seeking a Support Advisor for its Clarity Financial Planning Group located in Boise, Idaho. This role is focused on providing support to clients, assisting with data gathering, case design, and maintaining client relationships.

Ideal candidates possess a background in financial services and strong customer service skills, further strengthened by their proficiency in tools like Salesforce and financial planning software. Salary ranges from $65,000 to $85,000 based on experience and performance.