Idaho Licensed Support Advisor
VirtualVocations
Providing essential support to the existing client base, the full-time Idaho Licensed Support Advisor will assist with data gathering, financial plan preparation, and client relationship management in a remote capacity. Key responsibilities Enter client information into Salesforce and financial planning software Prepare and update financial plans and presentation materials for client meetings Assist Financial Advisors in client meeting preparation and follow-up tasks Required qualifications Previous financial services experience desired Securities (7/66, or 7/63 & 65) and Life, Health, and Annuities registration required Demonstrated customer service experience, preferably 3+ years Ability to manage multiple tasks while maintaining high-quality work Basic understanding of financial products and services offered by Thrivent Financial
Vacancy posted 7 days ago
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