Support Advisor - Clarity Financial Planning Group - Boise, Idaho

Thrivent • Boise, ID

1d • Remote

About The Position

This remote position provides support to the existing client base of Clarity Financial Planning Group. 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. This is strictly for a support/operations role. This hire will NOT be on a personal development path for a client facing 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 our products and services, and Thrivent Financial.

Responsibilities

• Enter client information into Salesforce
• 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
• Complete electronic and paper service forms and new business applications
• Fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
• Accept and/or enter trade orders from clients, including unsolicited trade orders
• Handle all post meeting tasks
• Other responsibilities as assigned by the Lead Advisor

Benefits

• Sick leave (Accrued when you start employment at the rate of one hour per every 30 hours worked, paid at the employee’s regular wage rate)
• Vacation Pay (Accrued based on hours worked, after completion of probationary period, paid at the employee’s regular wage rate)
• Paid Holidays (Effective after probationary period, based on your average workday. Recognized by our team include: New Year’s Day, President’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday following Thanksgiving Day, Christmas Eve, Christmas Day)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed