Support Advisor - Pacific Northwest Consultants - Spokane, Washington

Thrivent Financial for Lutherans; Spokane (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Healthcare reimbursement

SIMPLE IRA after six months with 3%

80 hours PTO for six months through to

Sick leave

Market holidays & floating holidays

Professional development

Job summary

Pacific Northwest Consultants, an independent financial services practice of Thrivent Financial, is seeking a Support Advisor to assist the Lead Advisor and Service Advisor. You will gather data, model scenarios, prepare financial plans, and help present materials to clients.

This role supports client meetings but does not provide advisory decisions. You will work with planning tools such as Salesforce, MoneyGuide Pro, and Morningstar, maintain client records, handle paperwork, and coordinate

Qualifications

• 3+ years of customer service experience.
• Licenses: Securities (6/63, 7/66, or 7/63 & 65) and Life/Health/Annuities.
• Ability to handle multiple tasks with high quality amid interruptions.
• Ability to maintain confidentiality of sensitive information.

Responsibilities

• Enter client information into planning systems.
• Prepare and update financial plans and materials for meetings.
• Enter data into planning software and draft plans.
• Maintain client relationships by handling requests and questions.
• Respond to client inquiries.
• Submit and track client paperwork.
• Gather and maintain client suitability information.
• Assist Advisors in meeting preparation and follow-up.
• Update planning tools (Salesforce, MoneyGuide Pro, Morningstar).
• Complete service forms and new business applications.
• May assist with trade orders from clients.
• May sit second chair in meetings to take notes.

Skills

Customer service

Multitasking

Communication

Teamwork

Adaptability

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Pacific Northwest Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Pacific Northwest Consultants 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.

Support Advisor

This position provides support to the existing client base of Pacific Northwest Consultants. 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

• 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

Position Qualifications

• Previous financial services experience desired
• Securities (6/63, 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.

Competencies

• Planning/Organizing
• Analytical Thinker
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• 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 & Benefits

• Pay Range : $70,000 - $90,000 | 40 hours per week (based on experience and performance) | Team-based incentive compensation is available
• Healthcare reimbursement
• SIMPLE IRA after six months with 3% match
• 80 hours PTO for six months through four years
• Sick leave
• Market closure holidays and two floating holidays
• Possible professional development

Compliance and Regulatory

As part of Pacific Northwest Consultants 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/