Paraplanner

Thrivent; United States; Remote; USD 50,000; Full time

Job summary

Join a forward-thinking financial services organization as a Paraplanner, where you'll support lead advisors in creating comprehensive financial plans. This in-office position offers a unique opportunity to gain hands-on experience in the financial planning process, from investment research to client service coordination. With a commitment to professional growth, you'll have the chance to obtain essential licenses within your first year. Enjoy a comprehensive benefits package, including medical coverage and a 401k match, as you contribute to helping clients achieve their financial goals in a supportive team environment.

Benefits

Major Medical

401k with employer match

PTO and holiday pay

Qualifications

• 2+ years of customer service experience preferred.
• Strong technical computer aptitude and knowledge of business tools.

Responsibilities

• Prepare and update financial plans and presentation material.
• Enter client information into various systems and maintain CRM.

Skills

Organizational Skills

Customer Service Orientation

Communication Skills

Analytical Skills

Interpersonal Skills

Education

Degree in Financial Planning

Degree in Finance

Degree in Accounting

Degree in Economics

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Summary

Organization/Business Overview:
Emerald Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Emerald Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
The Paraplanner position will come alongside our Lead Advisor’s to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Paraplanner reports to and is employed by Emerald Financial Group. This is an in-office position.

This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.
Comprehensive Benefit Package:
- $50,000 annually
- Major Medical
- 401k with employer match
- PTO and holiday pay

Job Description

Position Roles/Responsibilities/Accountabilities

• Enter client information into various systems
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through making sure client information and documentation are up to date
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Assist in generating performance reports
• Maintain information in CRM (Salesforce) system
• Fill out necessary forms for opening and maintaining accounts
• Identify and offer recommendations on how to optimize workflows
• Other responsibilities as assigned by the Lead Advisor

Position Qualifications

• Degree in Financial Planning, Finance, Accounting or Economics preferred
• Demonstrated customer service orientation/experience, 2+ years preferred
• Extremely strong organizational skills
• Strong communication and interpersonal skills
• Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• 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, services, and Thrivent Financial

Competencies

• Planning/Organizing
• Analytical
• Client Focus

• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Emerald Financial Gruop
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Emerald Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.