Pacific Legacy Group is a fully remote financial services practice of Thrivent Financial located in Salt Lake City, UT. The Support Advisor role backs the Lead Advisor and Service Advisor through data gathering, modeling, case design and plan development for clients.
You will use Salesforce, MoneyGuide Pro, and Morningstar to prepare plans, gather client information, and manage paperwork, while maintaining client confidentiality and delivering high-quality service.
#J-18808-LjbffrRemote Financial Planning Support Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.