Support Advisor

Thrivent

. Provide support to the existing client base of Pacific Northwest Consultants .

Posted 11/5/2026full-timeSpokane Valley • Washington • United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client support, with proficiency in financial planning software and a strong customer service orientation. Capable of managing sensitive information and maintaining client relationships effectively.

Highest-signal resume keywords

Financial Planning SoftwareCustomer Service OrientationSecurities RegistrationSalesforceData Gathering

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData ModelingPresentation DevelopmentClient Account ManagementClient Information Entry

Soft Skills

Relationship BuildingMulti-taskingIntegrityCommunication

Tools & Technologies

MoneyGuide ProMorningstarSalesforceWealthscape

Certifications & Qualifications

Securities Registration (6/63, 7/66, or 7/63 & 65)Life Insurance LicenseHealth Insurance LicenseAnnuities Registration

Industry Keywords

Financial ServicesClient SupportClient MeetingsCustomer SuitabilityBrokerage Applications

About the role

Key responsibilities & impact

Provide support to the existing client base of Pacific Northwest Consultants
Provide technical support for the Lead Advisor and/or Service Advisor
Gather data, perform modeling, design cases, build scenarios, develop plans, and develop presentations
Participate in client meetings without providing advice or exercising decision-making authority
Enter client information into various systems
Prepare and update financial plans and presentation materials for client meetings
Enter information into financial planning software and prepare draft financial plans
Process client requests, resolve client questions, and maintain current client information and documentation
Research and respond to client inquiries
Finalize, submit, and track client account and application paperwork
Gather and maintain customer suitability information
Assist Financial Advisors with preparation and follow-up for client meetings
Update and maintain client information in Salesforce, MoneyGuide Pro, Morningstar, and other planning tools
Complete electronic and paper service forms and new business applications
May complete and sign Variable Life, Variable Annuity, Mutual Fund, and Brokerage applications
May accept and/or enter unsolicited client trade orders
May sit second chair in meetings to take notes
May handle post-meeting tasks
Perform other responsibilities assigned by the Lead Advisor
Report to and be employed/contracted by the Financial Advisor

Requirements

What you’ll need

Previous financial services experience desired
Securities (6/63, 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
Must be able to work with all roles of the Pacific Legacy Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Background verification required as part of the hiring/contracting process
Fingerprints required for submission to the Federal Bureau of Investigation
All outside brokerage accounts must be maintained at one of the firms designated by TIMI for Access Persons with Wealthscape access

Benefits

Comp & perks

Team-based incentive compensation is available
Healthcare reimbursement
SIMPLE IRA after six months with 3% match
80 hours PTO for six months through four years
Sick leave
Market closure holidays and two floating holidays
Preapproved mileage
Possible professional development