- Spokane, Washington, United States
- Full-time
- $70K–$90K per year
- 3+ years
Support Advisor providing technical support to the existing client base of Pacific Northwest Consultants
Compensation
Pay Range: $70,000 - $90,000 | 40 hours per week (based on experience and performance) | Team-based incentive compensation is available
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 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