Wealth Advisor Support Specialist

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

Benefits offered by this job

Paid time off

Paid holidays

Firm-based bonus

Job summary

Thrivent Financial in Lexington, KY is seeking a Support Advisor to assist clients with financial planning and relationship management. In this full-time role, you will handle client inquiries, prepare financial documentation, and ensure high-quality service.

The ideal candidate has strong customer service skills and relevant financial services experience. Additionally, they must be registered in Securities and hold Life, Health, and Annuities certifications. The position offers a salary range of $60,000-$80,000, paid holidays, and opportunities for bonuses.

Qualifications

• 3+ years of customer service experience preferred.
• Ability to maintain confidentiality and sensitive information.
• Basic understanding of financial products and services.

Responsibilities

• Enter client information into various systems.
• Prepare financial plans and presentation materials.
• Maintain existing client relationships.

Skills

Customer service orientation

Financial services knowledge

Securities registration

Ability to handle multiple tasks

Education

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

Life, Health, and Annuities registration

Tools

Salesforce

MoneyGuide Pro

Morningstar

Job description

Thrivent Financial in Lexington, KY is seeking a Support Advisor to assist clients with financial planning and relationship management. In this full-time role, you will handle client inquiries, prepare financial documentation, and ensure high-quality service.

The ideal candidate has strong customer service skills and relevant financial services experience. Additionally, they must be registered in Securities and hold Life, Health, and Annuities certifications. The position offers a salary range of $60,000-$80,000, paid holidays, and opportunities for bonuses.