Paraplanner & Client-Facing Financial Planner (In-Office)

Thrivent Financial; Rochester (MN); In loco; USD 50.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision available

Employer paid life insurance

Short-term disability

Long-term disability

401(k) with company match

Paid time off

7 Paid holidays

Descrizione del lavoro

Emerald Financial Group in Rochester, MN, seeks a Customer Service Administrator (Paraplanner) to support our Advisors by preparing financial plans, researching investments, and coordinating client service needs. This in-office role offers growth toward FINRA SIE 7/66 and MN Life/Health licenses within the first year.

You will enter client information, update plans, maintain CRM data, respond to inquiries, and help produce performance reports while strengthening client relationships.

Competenze

• 2+ years of customer service experience preferred.
• Strong organizational and communication skills.
• Proficient with Microsoft Office and CRM tools.

Mansioni

• Enter client information into systems and update financial plans.
• Prepare and present financial plans for client meetings.
• Coordinate client service needs with team and maintain CRM data.
• Respond to client inquiries and maintain account paperwork.
• Support generation of performance reports and workflow optimization.
• Assist in opening and maintaining client accounts.

Conoscenze

Customer service

Organizational skills

Communication

Interpersonal skills

Adaptability

Strumenti

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Emerald Financial Group in Rochester, MN, seeks a Customer Service Administrator (Paraplanner) to support our Advisors by preparing financial plans, researching investments, and coordinating client service needs. This in-office role offers growth toward FINRA SIE 7/66 and MN Life/Health licenses within the first year.

You will enter client information, update plans, maintain CRM data, respond to inquiries, and help produce performance reports while strengthening client relationships.