Support Advisor

Thrivent; Salt Lake City (UT); Remote; USD 80,000 - 100,000; Full time

Job summary

Pacific Legacy Group, an independent financial services practice of Thrivent Financial, is seeking a fully remote Support Advisor to assist the Lead Advisor and Service Advisor from Salt Lake City, UT. You will prepare and update financial plans, enter data into planning software, and support client meetings.

The role requires securities licenses, 3+ years of customer service, and strong integrity with the ability to multitask and manage confidential information.

Qualifications

• 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 Thrivent Financial.
• Analytical Thinker
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Must be able to work with all roles of the Pacific Legacy Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Responsibilities

• 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

Skills

Securities licenses

Customer service

Multitasking

Integrity

Product knowledge

Analytical thinking

Client focus

Communication

Interpersonal skills

Teamwork

Relationship building

Representation

Networking

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Pacific Legacy Group is an independent financial services practice of Thrivent Financial located in Salt Lake City, UT. We take a broad-based approach to helping our clients achieve multiple financial goals. Pacific Legacy Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

This position is a fully remote position, preferred location of Salt Lake City to provide support to the existing client base of Pacific Legacy Group. This role provides technical support for the Lead Advisor and/or Service Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. May participate in client meetings, but not in an advice capacity. Has no decision-making authority on client matters. The Support Advisor reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

• 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

Position Qualifications

• 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.
• Analytical Thinker
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Must be able to work with all roles of the Pacific Legacy Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Compensation

• Pay Range: $80,000 - $100,000 | 40 hours per week(based on experience and performance)

Compliance and Regulatory

As part of Pacific Legacy Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.