Paraplanner - Huntington Group

Thrivent Financial; Arcadia (CA); Híbrido; USD 55.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) match

Paid holidays

Hybrid schedule

Life insurance

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Customer service

Attention to detail

Multitasking

Communication

Educación

CFP credential

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

Life/Health/Annuity registrations

Herramientas

Money Guide Pro

Holistiplan

Solution Studio

Salesforce

Descripción del empleo

Paraplanner - Huntington Group### Paraplanner - Huntington GroupApply: CA - Arcadia: Full time: Posted Yesterday: REQ-48784The Huntington Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. The Huntington Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. The Paraplanner position will come alongside our Lead Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. This is a hybrid role, supporting the operations of the practice while offering advice to current clients. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members.**Position Roles/Responsibilities/Accountabilities*** 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 **Qualifications*** CFP required* Previous financial advice service experience desired, 5+ years preferred* Demonstrated customer service orientation/experience, 2+ years preferred.* Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor.* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Copilot, Excel, 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**Compensation and Benefits*** Hourly base of with the expectation of working 8:00am – 5:00pm PST + Base hourly rate $40- $48 + Annual bonus structure based on overall practice growth- $1,000-$10,000* Preferred in-office location, with flexibility of a hybrid working schedule* Basic Life insurance of $50,000 at no cost and the option to purchase more* Long Term Disability with 60% monthly income up to $6,000* Eligibility to participate in the 401(k) plan, which currently offers a match of 5% of your income and Roth options* Health insurance at no cost to you, with the option to purchase plans for your family* Vision and Dental insurance offered at 75% paid by employer* Health FSA (optional)* Paid holidays including: + New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Indigenous People’s Day, Veteran’s Day, Thanksgiving Day, Christmas Day* Additional paid time off per request with an 80-hour maximum per year* Sales incentives for any new business that is brought into the practice (excludes existing practice clients)* Team retreats throughout the year As part of Huntington Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.All people with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.*