Remote Support Advisor for Financial Planning & Client Data

Thrivent

United States

Remote

USD 80,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Remote work option

Job summary

Pacific Legacy Group, an independent financial services practice of Thrivent Financial, invites applications for a remote Support Advisor role. The position emphasizes data gathering, plan development, and client communication while supporting Lead/Service Advisors.

Location preference is Salt Lake City to serve existing clients. You will work with client information in planning tools such as Salesforce, MoneyGuide Pro, and Morningstar, with duties spanning data entry, draft plans, and paperwork

Qualifications

Previous financial services experience desired.
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 services, and Thrivent Financial.

Responsibilities

Enter client information into various systems
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