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Job description
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, MoneyGuide 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.
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Worksite address
salt lake city, UT, 84193, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.