Remote Financial Support Advisor
West Valley City, Salt Lake County, Utah, 84193, USA
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, 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.
We would love to welcome a new Remote Financial Support Advisor to our team in Salt Lake City, UT, United States.
We are currently recruiting a Remote Financial Support Advisor for our team in Salt Lake City, UT, United States.
This is a great position to take on the Remote Financial Support Advisor role at Thrivent Financial.
As a Remote Financial Support Advisor, you will play an important part at Thrivent Financial in Salt Lake City, UT, United States.
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