Financial Planning Paraplanner – Client Impact & Growth

Thrivent Financial; San Antonio (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

19 days of PTO (10 PTO + 9 Holidays)

Employer-sponsored SIMPLE IRA with matching contributions

Employer-paid continuing education and licensing

Eligible for discretionary bonuses

Team-oriented culture with opportunities for professional growth

Job summary

Thrivent Financial is hiring a Paraplanner in San Antonio, Texas. In this full-time role, you'll support Lead Advisors by drafting financial plans, conducting investment analysis, and ensuring high-quality client service.

The position requires strong organizational skills, customer service experience, and proficiency in Microsoft Office tools. Compensation ranges from $50,000 to $80,000 based on experience, with benefits including PTO and employer-sponsored IRA.

Qualifications

• Securities and Life, Health, and Annuity registration required.
• 2+ years of customer service experience preferred.
• Demonstrated communication and interpersonal skills.

Responsibilities

• Prepare and update accurate financial plans and presentation materials.
• Gather and maintain customer suitability information.
• Enter and maintain information in CRM and planning software.

Skills

Organizational skills

Time-management

Problem-solving skills

Customer service orientation

Salesforce knowledge

Education

Degree in Financial Planning, Finance, Accounting or Economics

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Thrivent Financial is hiring a Paraplanner in San Antonio, Texas. In this full-time role, you'll support Lead Advisors by drafting financial plans, conducting investment analysis, and ensuring high-quality client service.

The position requires strong organizational skills, customer service experience, and proficiency in Microsoft Office tools. Compensation ranges from $50,000 to $80,000 based on experience, with benefits including PTO and employer-sponsored IRA.