Note: The job is a remote job and is open to candidates in USA. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. The Paraplanner position will support the Lead Advisor in creating financial plans and coordinating client service needs, focusing on investment research and analysis.
Responsibilities
- Serve as a knowledgeable and dependable point of contact for clients by answering questions related to account values, investments, insurance, and advisory services, and directing more complex needs appropriately
- Assist the advisory team by entering data into financial planning software and preparing draft financial plans for advisor review
- Prepare and update financial plans, analysis, and presentation materials to help clients clearly understand their financial picture and recommendations
- Maintain accurate and up‑to‑date client information across systems to ensure a seamless client experience
- Strengthen client relationships by processing requests efficiently, resolving questions, and ensuring client documentation and records are complete and current
- Gather and maintain required client information to support suitability, compliance, and high‑quality planning
- Maintain detailed and organized records within the CRM system to support proactive service and communication
- Research and respond to client inquiries in a timely, thoughtful, and professional manner
- Actively look for opportunities to improve workflows, processes, and systems to enhance both client service and team efficiency
- Collaborate closely with the Lead Advisor and team, providing flexible support as client and business needs evolve
Skills
- CFP required
- Must be securities registered (series 7 & 66 or 7 & 63/65)
- Must be insurance licensed/appointed
- Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration
- Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted
- If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to work with a diverse variety of individuals in a friendly and welcoming manner
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products and services, and Thrivent Financial
- 5 -10 years financial services experience preferred
Benefits
- PTO and holiday pay
- 401K with match
Company Overview