Remote Support Advisor Financial Planning & Client Data
San Diego, San Diego County, California, 92189, USA
Listed on 2026-09-22
-
Finance & Banking
Financial Advisor / Consultant
Pacific Legacy Group, an independent financial services practice of Thrivent Financial, invites applications for a remote Support Advisor role. The position emphasizes data gathering, plan development, and client communication while supporting Lead/Service Advisors.
Location preference is Salt Lake City to serve existing clients. You will work with client information in planning tools such as Salesforce, Money Guide Pro, and Morningstar, with duties spanning data entry, draft plans, and paperwork
As a Remote Support Advisor for Financial Planning & Client Data, you will play an important part at Thrivent in United States.
Consider building your career as a Remote Support Advisor for Financial Planning & Client Data at Thrivent.
The Remote Support Advisor for Financial Planning & Client Data position in the Sales, IT & Technology field is open for applications.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).