Paraplanner

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🕒 June 1

🤠 Texas – Remote

🤠 Texas – Remote

💵 $70k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• 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.

🎯 Requirements

• 5 -10 years financial services experience preferred • 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.

🏖️ Benefits

• PTO and holiday pay • 401K with match