Support Advisor

🔥 12 hours ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Provide technical support for the Lead Advisor and/or Service Advisor • Gather data, perform modeling, design cases, build scenarios, develop plans, and develop presentations • Participate in client meetings without providing advice • Enter client information into various systems • Prepare and update financial plans and presentation materials • Enter information into financial planning software and prepare draft financial plans • Process client requests, resolve client questions, and maintain current client information and documentation • Research and respond to client inquiries • Finalize, submit, and track client account and application paperwork • Gather and maintain customer suitability information • Assist Financial Advisors with preparation and follow-up for client meetings • Maintain client information in Salesforce, MoneyGuide Pro, Morningstar, and other planning tools • Complete electronic and paper service forms and new business applications • May complete and sign Variable Life, Variable Annuity, Mutual Fund, and Brokerage applications • May accept and/or enter unsolicited client trade orders • Take notes in client meetings and handle post-meeting tasks • Perform other responsibilities assigned by the Lead Advisor • Report to and be employed/contracted by the Financial Advisor

🎯 Requirements

• 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 products and services, and Thrivent Financial • 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 • Background verification required • Fingerprints required for submission to the Federal Bureau of Investigation • Access Persons must comply with the firm's Code of Ethics and maintain outside brokerage accounts at designated firms

🏖️ Benefits

• Fully remote position • 40 hours per week • Equal Employment Opportunity • Reasonable accommodation for individuals with disabilities