Top 246179 Resource Planning Support Jobs

Support Advisor - Inspired Wealth Advisors
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- Full-time
- Research
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- Paid holidays
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Service Advisor - North Central Florida Group - Tallahassee, FL
Thrivent —Tallahassee, FL
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Thrivent —Fond du Lac, WI
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Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
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FST Senior - Rotator- Midland- NG Mechanic
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Transportation Supervisor - Part-Time Stipend Position
RSU #74 —North Anson, ME
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5d
Project Manager - Ethanol Plant
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14d
Healthy Communities Program Manager
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Support Advisor - Inspired Wealth Advisors

Thrivent -
Lexington, KY

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Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid holidays
Paid time off

Qualifications

Customer relationship building
Research
Customer inquiry handling
Life insurance knowledge
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people we serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Inspired Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Inspired Wealth Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

We believe in excellence, integrity, and generosity—values that guide every interaction with our clients and each other. Our team thrives on collaboration, accountability, and a commitment to doing the right thing, even when no one is watching. We serve with purpose, embrace continuous learning, and celebrate the joy of helping others achieve financial clarity and confidence. This is a full-time role that will require you to be in office.

Position Roles/Responsibilities/Accountabilities

Enter client information into various systems
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen and maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Research and respond to client inquiries
Finalize, submit, and track all client account and application paperwork
Gather and maintain customer suitability information
Assists Financial Advisors in the preparation and follow-up for client meetings
Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
Completes electronic and paper service forms and new business applications
May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
May accept and/or enter trade orders from clients, including unsolicited trade orders
May sit second chair in meetings to take notes
May handle all post meeting tasks
Other responsibilities as assigned by the Lead Advisor

Position Qualifications

Previous financial services experience desired
Securities (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

Desired Characteristics

Our culture and our people are special. We’re looking for people who are-or want to become-part of the communities where clients live, work and worship. Our ideal candidate to reflect our firm’s values will:

Previous financial services experience desired
Securities (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

External/Internal Dependencies

Must be able to work with all roles of the Inspired Wealth Advisors team.
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Compensation and benefits

Salary $60,000-$80,000
Firm Based Bonus
Licensing and Bonus Structure
Paid time Off
Paid Holidays

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Compliance and Regulatory
As part of Inspired Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

Resource Planning Support jobs

Support Advisor - Inspired Wealth Advisors

Service Advisor - North Central Florida Group - Tallahassee, FL

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Enterprise Imaging Informatics Supervisor

Recreational/Expressive Therapist Full-Time (CERT. REQUIRED)

Planning Engineer

FST Senior - Rotator- Midland- NG Mechanic

Midlevel Civil Engineer

Defense Travel Systems Support

Field Engineer

Transportation Supervisor - Part-Time Stipend Position

Project Manager - Ethanol Plant

Supervisor Electrical and Plant Operations

Procurement Engineer

Hot & Cold Technician

Project Engineer

Project Maintenance Engineer, PE

Senior Civil Engineer

Healthy Communities Program Manager

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