Paraplanner - Heart of Texas Associates

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

## Paraplanner - Heart of TexasApplylocations: TX - San Antonio: TX - San Antonio and Surrounding Areastime type: Full timeposted on: Posted Todayjob requisition id: REQ-47087Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Heart of Texas is an independent financial services practice of Thrivent in San Antonio, Texas. We take a broad-based approach to helping our clients achieve multiple financial goals. Heart of Texas Associates helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. This is a full time role that and requires you to be in the office 5 days per week.**Job Description**The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning firm-specific procedures and processes, with a strong focus on delivering high-quality client service. Key responsibilities include preparing detail-oriented financial plans, conducting investment research and analysis, and collaborating with team members. The Paraplanner reports to and is employed/contracted by the Financial Advisor.**Position Roles/Responsibilities/Accountabilities*** Prepare and update detail-oriented and accurate financial plans and presentation materials for client meetings* Gather and enter information into financial planning software and prepare draft financial plans* Gather and maintain customer suitability information* Assist in generating and reviewing client portfolio performance reports* Enter and maintain information across various systems, including CRM system (Salesforce) and financial planning software, ensuring data integrity and up-to-date documentation* Identify and share ideas to improve workflows, processes, and internal procedures to create positive client experiences* Complete necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Demonstrate strong organizational skills by managing multiple tasks and meeting deadlines while working independently* Maintain professionalism, discretion, and a client-first mindset when handling sensitive client information* Other responsibilities as assigned by the Lead AdvisorYou will be employed/contracted by Heart of Texas.**Requirements*** Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Degree in Financial Planning, Finance, Accounting or Economics preferred* Demonstrated customer service orientation/experience, 2+ years preferred* Extremely strong organizational, time-management, and problem-solving 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* Experience in What If Tax and MoneyGuidePro is a plus**External/Internal Dependencies*** Must be able to work with all roles of the Heart of Texas Associates team* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizationsThrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.**Compensation and Benefits*** Salary: $50,000 – $80,000 depending upon experience* 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