Financial Planner

Thrivent; Minneapolis (MN); Remote; USD 102,000 - 139,000; Full time

Job summary

A leading financial services company seeks a Financial Planner to provide strategic support to financial advisors in the delivery of financial planning. The successful candidate will prepare customized financial plans, ensuring they reflect client values and goals, while collaborating closely with advisors on data collection and financial recommendations.

Benefits

401k

Medical, dental, and vision insurance

20 days of Paid Time Off each year

Paid parental leave

Qualifications

• 5+ years of financial planning or sales support experience.
• Financial services advanced designations CFP & RICP required.
• FINRA Series 7 and 66 required.

Responsibilities

• Prepares customized financial plans tailored to client needs.
• Uses input from Advisors to prepare client data for planning.
• Ensures accuracy of financial planning documents.

Skills

Communication

Attention to Detail

Relationship Building

Education

Bachelor’s degree in business or finance

Tools

MoneyGuidePro

Job description

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This position provides strategic support to Thrivent’s financial advisors in delivery of the financial planning process. The Financial Planner is a collaborative role. Leveraging both quantitative and qualitative data to drive financial planning and advice at scale, this position requires a thorough understanding of financial planning in-depth level of knowledge of the planning process, advisor business models, advisor technology, and the utilizations of a broad array of product solutions.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

• Prepares customized financial plans in a manner that is tailored to the needs of the clients
• Utilizing input from the Advisor or Practice, prepares customized financial plan that incorporates client information and is consistent with client values and goals.
• Interpret client financial statements and advisor meeting notes to prepare client data
• Enter relevant client data into the financial planning software
• Use the financial planning software to create initial financial summary reports
• Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable
• Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Thrivent's financial planning philosophy and principles into the client recommendations.
• Exhibits technical knowledge and competency in key financial planning areas, including cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
• Adept at utilizing key advice tools and technology, including planning software deployed within the Division.
• Provides cash flow analysis including bonus payments and stock option planning.
• Assesses gifting opportunities of cash, securities, or other property.
• Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
• Prepares recommendations for clients utilizing planning expertise and knowledge of client’s goals and circumstances integrating financial recommendations in a manner consistent with Thrivent's financial planning philosophy.
• This role will also involve heavy communication with Financial Advisors when it comes to collecting data and input for iterating on content
  
  

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in business or finance
• 5+ years of financial planning or sales support experience.
• Financial services advanced designations CFP & RICP required.
• Financial services advanced designations (i.e. FIC, CLU, ChFC, etc.) preferred.
• FINRA Series 7 and Series 66 required
• Life insurance and Health Insurance licenses
• A demonstrated ability and commitment to goals-based planning and advice.
• Experience with MoneyGuidePro or similar planning software
• Excellent verbal and written communication skills, including presentation, development and delivery
• Ability to manage multi-task and strong attention to detail
• Strong relationship building skills
• Established verbal and written communication skills.
  
  

Preferred:

• Alignment with Thrivent’s leadership competencies – courage, collaboration, and commitment – through demonstrated resiliency, while working to make the best decisions, and holding yourself and others to a high standard of excellence
  
  

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $102,023.00 - $138,032.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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