Support Advisor - Clarity Financial Planning Group - Boise, Idaho

      

Clarity Financial Planning Group is an independent financial services practice of Thrivent Financial located in Boise, Idaho serving clients in multiple states. We take a broad-based approach to helping our clients achieve multiple financial goals. Clarity Financial Planning Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

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 t