Support Advisor - Inspire Wealth Advisors
About The Position
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. Inspire 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. Inspire Wealth Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them 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.
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 our products and services, and Thrivent Financial
Nice To Haves
- 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
Responsibilities
- 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
Benefits
- Paid time Off
- Paid Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
