Support Advisor - Inspired Wealth Advisors

Thrivent; Lexington (KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Paid Holidays

Firm Based Bonus

Licensing and Bonus Structure

Job summary

Thrivent is seeking a dedicated financial services professional to support financial advisors and manage client relationships in Lexington, Kentucky. This full-time position involves entering client data, preparing financial plans, and ensuring high-quality service.

The ideal candidate has a background in financial services, preferably 3+ years of customer service experience, and strong organizational skills. A comprehensive benefits package, including a competitive salary between $60,000-$80,000, is offered.

Qualifications

• Previous financial services experience desired.
• 3+ years of demonstrated customer service experience.
• Ability to handle sensitive and confidential information.

Responsibilities

• Enter client information into systems.
• Prepare financial plans and update presentation materials.
• Maintain client relationships and handle inquiries.

Skills

Customer service orientation

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

Life, Health, and Annuities registration

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people we serve, helping them build, grow and protect financial well‑being through purpose‑based advice, investments, insurance, banking and generosity.

Inspired Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad‑based approach to helping our clients achieve multiple financial goals. At Inspired Wealth Advisors, we help our clients analyze their current situation, develop in‑depth financial programs, and implement an integrated financial strategy.

We believe in excellence, integrity, and generosity—values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence. This is a full‑time role that will require you to be in office.

Roles, Responsibilities, and Accountabilities

• 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

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

Desired Characteristics

• 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

External/Internal Dependencies

• Must be able to work with all roles of the Inspired Wealth Advisors team.
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Compensation and Benefits

• Salary $60,000-$80,000
• Firm Based Bonus
• Licensing and Bonus Structure
• Paid time Off
• Paid Holidays

EEO Statement

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.