Hybrid Paraplanner — Financial Planning & Client Support

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

Benefits offered by this job

Health insurance

401(k) match

Paid holidays

Hybrid schedule

Life insurance

Job summary

The Huntington Group, an independent financial services practice of Thrivent Financial, seeks a Paraplanner to join our Arcadia-based team. You will work with Lead Advisors to learn planning processes and support client service, data entry, and research.

Responsibilities include preparing financial plans, investment analysis with planning software, and coordinating steps from planning to execution while maintaining CRM records in Salesforce.

Qualifications

• CFP credential required and active.
• 5+ years financial advisory experience preferred.
• Securities licenses (7/66 or 7/63 & 65) and Life/Health/Annuity registrations required.
• Proficiency with planning software (Money Guide Pro, Holistiplan, Solution Studio) and Salesforce.
• Strong data entry, client service, and multi-tasking abilities.
• Willingness to complete state training for LTC if needed.
• Technical aptitude with MS Office and CRM systems.

Responsibilities

• Focus on fee-based planning from data entry to implementation with the client.
• Develop financial plans and presenting to clients.
• Data entry into planning software and analysis using various planning software including Money Guide Pro, Holistiplan, Solution Studio, etc.
• Participate in planning meetings and execute all action steps from start to finish including accepting trades, writing applications, gathering information for suitability, opening accounts, tracking transfers between custodians, and walking the client through underwriting processes as applicable.
• This is not a business development role; however, there may be opportunities to bring in new clients when applicable.
• Being available for client questions as applicable, especially when the lead advisor is not available.
• Maintain information in CRM (Salesforce) system.
• Supporting the rest of the operations team as needed and tracking process in Salesforce via Documentation, Tasks, Opportunities, etc.
• Walk client and beneficiaries through life changes relating to death claims, legal matters, divorce, etc.
• Offer advice as needed relating to client withdrawals, as it may pertain to tax implications, market conditions and/or fees.
• Accept and execute trade requests.
• Maintain current knowledge of financial industry and applicable legislature as to advise clients in a time sensitive manner.
• Maintain licensing as needed with state of residence as well as other states required to do business with the Huntington Group.
• Other responsibilities as assigned by the Lead Advisor

Skills

Customer service

Attention to detail

Multitasking

Communication

Education

CFP credential

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

Life/Health/Annuity registrations

Tools

Money Guide Pro

Holistiplan

Solution Studio

Salesforce

Job description

The Huntington Group, an independent financial services practice of Thrivent Financial, seeks a Paraplanner to join our Arcadia-based team. You will work with Lead Advisors to learn planning processes and support client service, data entry, and research.

Responsibilities include preparing financial plans, investment analysis with planning software, and coordinating steps from planning to execution while maintaining CRM records in Salesforce.