Support Advisor - Inspire Wealth Advisors

Support Advisor with Inspire Wealth Advisors works with clients to enter information in systems, prepare financial plans and materials, process client requests, respond to inquiries, assist in meetings, and manage post-meeting tasks. Responsibilities include maintaining client data in planning tools (Salesforce, MoneyGuide Pro, Morningstar), handling electronic/paper forms, submitting new business paperwork, and occasionally taking notes as a second chair in meetings. Qualifications emphasize securities licensing and life/health/annuities registrations; strong customer service and multitasking abilities are preferred. The role is full-time and in-office in Lexington, KY.