Remote Financial Support Advisor
West Valley City, Salt Lake County, Utah, 84119, USA
Listed on 2026-09-25
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Compliance
Pacific Legacy Group, an independent Thrivent Financial practice, seeks a Support Advisor to provide remote technical support to Lead Advisor and Service Advisor, gather client data, build scenarios, and prepare plans. You will work with Salesforce, Money Guide Pro, and Morningstar to maintain client records and assist in meetings.
The role emphasizes client service, confidentiality, and coordination with advisors while not offering advice.
As a Remote Financial Support Advisor, you will play an important part at Thrivent Financial in Salt Lake City, UT, United States.
This posting is for the Remote Financial Support Advisor role at Thrivent Financial, based in Salt Lake City, UT, United States.
We are looking to fill the Remote Financial Support Advisor position at Thrivent Financial in Salt Lake City, UT, United States.
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