Support Advisor - Clarity Financial Planning Group - Boise, Idaho
Thrivent · Indonesia +1 · 2mo ago
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 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.
Position Roles/Responsibilities/Accountabilities
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
This is strictly for a support/operations role. This hire will NOT be on a personal development path for a client facing advisor.
Position Qualifications
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.
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 Clarity Financial Planning 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 and Benefits
Pay Range: $65,000 - $85,000 | 40 hours per week (based on experience and performance)
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)
Compliance and Regulatory
As part of Clarity Financial Planning Group 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 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.
Pay TransparencyThrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.