About this role
Support Advisor - Clarity Financial Planning Group - Boise, Idaho at Thrivent. Location: Boise, Idaho, United States. Role: entering information, preparing plans, resolving inquiries Requirements: Securities and life/health/annuities registrations required; previous financial services and 3+ years customer service experience preferred; ability to handle multiple tasks and maintain confidentiality; background/fingerprint check required. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, MoneyGuide Pro, Morningstar, Wealthscape Certifications: series 7, series 66, series 63, series 65, life health annuities Commitment: Full Time Workplace: Remote Languages: English