Thrivent

Paraplanner

Thrivent • $70K — $100K *
US-AnywhereRemote in Austin, TX
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-10 years of experience in financial services preferred
  • Certified Financial Planner (CFP) designation required
  • Securities registered (Series 7 & 66 or 7 & 63/65)
  • Must be insurance licensed/appointed in required states
  • Strong tech skills, familiar with Microsoft Office
  • Ability to manage multiple tasks in a fast-paced environment
  • Understanding of financial products and Thrivent Financial

Responsibilities

  • Serve as a reliable contact for clients on account-related inquiries
  • Input data into financial planning software and draft financial plans
  • Prepare financial analyses and presentations for client clarity
  • Maintain accurate client information for seamless service
  • Enhance client relationships by efficiently processing requests
  • Gather and organize client information for compliance and planning
  • Research client inquiries and deliver timely responses
  • Collaborate with the advisory team to support evolving business needs

Benefits

  • Paid time off (PTO) and holiday pay
  • 401K plan with company match
  • Remote work flexibility within the U.S.
Full Job Description

Position summary:
The Paraplanner position will come alongside our Lead Advisor and team 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 Arbors Group.

This is a full-time position. Compensation is $70,000-100,000 annually. Working Hours are based on Central Standard Time (8:30 a.m. to 5 p.m.) Benefits: PTO and holiday pay, 401K with match

This is a remote role, must live and work in the United States for consideration.

Position Roles/Responsibilities/Accountabilities
  • Serve as a knowledgeable and dependable point of contact for clients by answering questions related to account values, investments, insurance, and advisory services, and directing more complex needs appropriately.
  • Assist the advisory team by entering data into financial planning software and preparing draft financial plans for advisor review.
  • Prepare and update financial plans, analysis, and presentation materials to help clients clearly understand their financial picture and recommendations.
  • Maintain accurate and up-to-date client information across systems to ensure a seamless client experience.
  • Strengthen client relationships by processing requests efficiently, resolving questions, and ensuring client documentation and records are complete and current.
  • Gather and maintain required client information to support suitability, compliance, and high-quality planning.
  • Maintain detailed and organized records within the CRM system to support proactive service and communication.
  • Research and respond to client inquiries in a timely, thoughtful, and professional manner.
  • Actively look for opportunities to improve workflows, processes, and systems to enhance both client service and team efficiency.
  • Collaborate closely with the Lead Advisor and team, providing flexible support as client and business needs evolve.
  • Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.


Position Qualifications
  • 5 -10 years financial services experience preferred
  • CFP required
  • Must be securities registered (series 7 & 66 or 7 & 63/65).
  • Must be insurance licensed/appointed
  • Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
  • Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.
  • If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Ability to work with a diverse variety of individuals in a friendly and welcoming manner
  • 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 and services, and Thrivent Financial


Competencies
  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility


External/Internal Dependencies
  • Must be able to work with all roles of Arbors Group
  • 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 Arbor Group's 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 a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons 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

About Thrivent

Thrivent Financial create financial strategies that help Christians be wise with money and live generously. They offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, they have helped their member-owners show God's love to others by being good stewards of the gifts they've been given.

Thrivent Careers

Join Thrivent's dynamic team and discover a career where your skills, leadership, and innovation can flourish. As a leading financial services organization, Thrivent offers unparalleled job opportunities that empower you to help individuals make wise money choices that reflect their values. With a commitment to diversity, equity, and inclusion, Thrivent is not just a company; it's a community where you can grow both personally and professionally. Work You’ll Do At Thrivent, you will be part of a culture that fosters growth and leadership. Our team is dedicated to providing financial advice that aligns with our clients' values and goals. By joining our team, you will use your professional expertise to support our mission of helping people achieve financial clarity, enabling lives full of meaning and gratitude. Thrivent's employment opportunities span a range of disciplines, from financial services to information technology, all united by a common goal to improve our members' financial well-being. Whether you are looking for a full-time position or an internship, Thrivent offers a path that complements your career aspirations. Innovative Work Engage in innovative work that matters. Thrivent leads the way in developing new strategies and solutions that respond to the changing needs of our members. With a focus on continuous improvement and cutting-edge financial tools, your work at Thrivent will challenge and inspire you every day. Be Part of a Great Team Thrivent’s team is its greatest asset. Here, you will find a supportive network of colleagues who are passionate about making a positive impact. Our collaborative environment encourages networking and sharing ideas, making it the perfect place to advance your career. Thrivent’s commitment to professional development and leadership training ensures that every team member has the resources to succeed. Benefits and Growth Thrivent recognizes the importance of benefits that support not only your professional growth but also your personal well-being. Our comprehensive benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Moreover, we offer unique benefits like financial planning services and volunteer opportunities that reflect our commitment to values-based living. Explore Thrivent Jobs Ready to take the next step in your career? Explore the exciting job opportunities at Thrivent. From internships to leadership roles, Thrivent is hiring across various departments. Equip yourself with a strong resume and prepare for an interview process that values your experience and potential. Stay Connected Keep up to date with the latest from Thrivent Careers by joining our talent network. Receive personalized job alerts and insider tips directly to your inbox. Discover the diverse, rewarding career opportunities awaiting you at Thrivent. Join Thrivent’s mission today and be part of a company that values leadership, innovation, and diversity. Your journey towards a fulfilling career starts here. Explore positions that match your skills and interests and become part of a team that’s dedicated to making a difference. SEARCH THRIVENT JOBS Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await at Thrivent.
Learn more about Thrivent
Size
10,000 employees
Industry
Finance & Insurance
Founded
1902
* Ladders Estimates

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