Support Advisor - Pacific Legacy Group - Remote / Salt Lake City, Utah

Overview

Support Advisor role providing technical support for the Lead Advisor and/or Service Advisor. This position is fully remote, with a preferred location of Salt Lake City, UT, to support the existing client base.

Responsibilities focus on data gathering, modeling, case design, scenario building, plan development, and presentation development. The role may participate in client meetings only in a support capacity (not in an advice capacity) and has no decision-making authority on client matters.

Responsibilities

• 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 by processing client requests, resolving client questions, and ensuring client information and documentation are up to date
• Research and respond to client inquiries
• Finalize, submit, and track client account and application paperwork
• Gather and maintain customer suitability information
• Assist Financial Advisors in preparation for and follow-up after client meetings
• Update and maintain client information in planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
• Complete 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
• Handle all post-meeting tasks
• Perform other responsibilities as assigned by the Lead Advisor

Requirements

• Previous financial services experience desired
• Securities registration (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 high-quality work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of the organization’s products and services

Preferred Qualifications

• 3+ years of demonstrated customer service orientation/experience

Compensation & Benefits

• Pay Range: $80,000 - $100,000
• Hours: 40 hours per week (based on experience and performance)

Location

• Fully remote
• Preferred location: Salt Lake City, UT

Compliance and Regulatory

• Background verification will be conducted as part of the recruiting/hiring/contracting process.
• 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 firm’s designated accounts.