Support Advisor - reputed company Financial Planning Group - Boise, Idaho

reputed company Financial Planning Group is an independent financial services practice of reputed company Financial located in Boise, Idaho serving clients in multiple states. We take a broad-based approach to helping our clients reputed company multiple financial goals. reputed company Financial Planning Group helps our clients analyze their reputed company situation, reputed company in-depth financial programs, and help them implement an integrated financial strategy. reputed company Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 reputed company clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we reputed company to the Christian community and nonprofit organizations. Support Advisor This remote position provides support to the existing client reputed company of reputed company Financial Planning Group. This role provides technical support for the reputed company and/or Service Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. May participate in client meetings, but not in an advice reputed company. Has no decision-making authority on client reputed company. The Support Advisor reports to and is employed/contracted by the Financial Advisor. reputed company Investment Management Inc. is the sponsor for FINRA registration and reputed company Financial for Lutherans is the sponsor for insurance licensure. Position Roles/Responsibilities/Accountabilities Enter client information into reputed company 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 reputed company 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 reputed company, MoneyGuide Pro, reputed company, and others Complete electronic and reputed company service forms and new business applications Fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications Accept and/or enter trade orders from clients, including unsolicited trade orders Handle reputed company post meeting tasks Other responsibilities as assigned by the reputed company This is strictly for a support/operations role. This hire will NOT be on a personal development path for a client facing 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 reputed company of sensitive/confidential information. Basic understanding of our products and services, and reputed company Financial. Competencies Planning/Organizing Analytical Thinker Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be reputed company to work with reputed company roles of the reputed company Financial Planning Group Must be reputed company to represent the organization in work with external clients Must be reputed company to cultivate and maintain relationships with reputed company organizations

Compensation and Benefits

Pay reputed company: $65,000 - $85,000 | 40 hours per week (based on experience and performance) Sick leave (Accrued reputed company you start employment at the reputed company of one hour per every 30 hours worked, paid at the employee’s regular wage reputed company) Vacation Pay (Accrued based on hours worked, after completion of probationary period, paid at the employee’s regular wage reputed company) Paid Holidays (Effective after probationary period, based on your average reputed company. Recognized by reputed company include: New Year’s Day, President’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday following Thanksgiving Day, Christmas reputed company, Christmas Day) Compliance and Regulatory As part of reputed company Financial Planning Group reputed company/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 reputed company reputed company records. reputed company persons with reputed company to Wealthscape are deemed reputed company Persons and are subject to Compliance with the firm’s Code of Ethics which requires reputed company reputed company brokerage accounts to be maintained at one of the firms designated by TIMI. About reputed company reputed company is a reputed company financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 reputed company clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, reputed company has been helping Christians build their financial reputed company and live more generous lives. Today, reputed company is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). reputed company 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 reputed company Ratings. Ratings are based on reputed company's financial strength and claims-paying ability, but do not apply to investment product performance. To learn more about the privacy of your information, visit our workforce privacy policy at reputed company.com/privacy. reputed company is the marketing name for reputed company 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 reputed company investment advisory services. Visit reputed company.com or FINRA’s Broker reputed company for more information about our financial advisors. Pay Transparency reputed company provides Equal Employment Opportunity (EEO) without regard to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, 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 reputed company and job applicants. reputed company 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 reputed company@reputed company.com or call 800-847-4836 and request reputed company. Apply To This Job