Accounting & Finance

Remote Financial Planning Support Advisor

Thrivent Financial

Workfromhome · Nationwide · United States

Pacific Legacy Group, an independent Thrivent Financial practice, is seeking a remote Support Advisor to assist the Lead Advisor and Service Advisor with data gathering, model building, plan development, and presentation creation for clients. You may participate in client meetings, but won’t provide advice or have decision-making authority.

The role supports the existing client base, uses planning tools, and reports to the Financial Advisor; Thrivent sponsors FINRA and insurance licensure.

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Reference: WJ-2926_4719567

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