CFP Financial Planner — Hybrid, Client-Focused

Thrivent; Arcadia (CA); Hybrid; USD 55,000 - 66,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Hybrid work model

Job summary

The Huntington Group, an independent financial services practice of Thrivent Financial, seeks a Paraplanner to support Lead Advisors in creating financial plans and handling firm procedures in a hybrid role.

Data entry into planning software (Money Guide Pro, Holistiplan, Solution Studio) and ongoing client communications are key. Responsibilities include preparing financial plans, researching investments, and coordinating client service with the team.

Qualifications

• CFP required and active licensure as applicable.
• 5+ years of financial advisory experience preferred.
• Customer service orientation with 2+ years in service roles.
• Knowledge of securities licenses and life/health/annuity registrations.
• Willingness to complete state training for LTC if needed.

Responsibilities

• Focus on fee-based planning from data entry to client delivery.
• Develop financial plans and present to clients.
• Enter data into planning software (Money Guide Pro, Holistiplan, Solution Studio).
• Participate in planning meetings and execute all steps from start to finish.
• Maintain CRM data in Salesforce and support the operations team.

Skills

Customer service

Multitasking

Technical aptitude

Salesforce

Excel

Copilot

Word

Education

CFP certification

Securities registrations (7/66 or 7/63 & 65)

Life, Health, and Annuity registrations

Tools

Salesforce

Excel

Copilot

Word

Job description

The Huntington Group, an independent financial services practice of Thrivent Financial, seeks a Paraplanner to support Lead Advisors in creating financial plans and handling firm procedures in a hybrid role.

Data entry into planning software (Money Guide Pro, Holistiplan, Solution Studio) and ongoing client communications are key. Responsibilities include preparing financial plans, researching investments, and coordinating client service with the team.