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Remote Financial Planning Support Specialist

Thrivent

Thrivent is seeking a remote Support Advisor to assist with client interactions and financial planning documentation. You will manage client data in Salesforce, help prepare financial plans, and provide support to Financial Advisors. Ideal candidates should have previous experience in financial services and relevant registrations. This role is integral in maintaining client relationships without a direct advisory capacity. Competitive pay and benefits are offered. #J-18808-Ljbffr Thrivent

Vacancy posted more than 2 months ago

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