Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Paraplanner will support the Lead Advisor and team by preparing financial plans, conducting investment research and analysis, and coordinating client service needs. This role involves learning firm-specific procedures and processes to effectively assist clients and the team.

Responsibilities

• Serve as a knowledgeable and dependable point of contact for clients, answering questions related to account values, investments, insurance, and advisory services.
• Direct more complex client needs appropriately.
• Assist the advisory team by entering data into financial planning software.
• Prepare draft financial plans for advisor review.
• Prepare and update financial plans, analysis, and presentation materials.
• Maintain accurate and up-to-date client information across systems.
• Strengthen client relationships by processing requests efficiently.
• Resolve client questions and ensure 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.
• Research and respond to client inquiries in a timely, thoughtful, and professional manner.
• Identify opportunities to improve workflows, processes, and systems.
• Collaborate closely with the Lead Advisor and team, providing flexible support.
• Note CANNOT be listed as the servicing representative.
• Note FA is selling agent within the rep questionnaire.

Requirements

• 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.
• 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.
• Verification of a candidate's background will be made.
• Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation.
• All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy.

Skills

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

Location

• Remote
• Must live and work in the United States

Work Type

• Full-time
• Remote

Experience Level

• 5-10 years financial services experience preferred

Education Level

• CFP required

Salary/Compensations

• $70,000-100,000 annually

Benefits

• PTO and holiday pay
• 401K with match

About the Company

• 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 are 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.
• Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
• At Thrivent, we believe money is a tool, not a goal.
• Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
• At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.
• We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
• For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives.
• Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
• Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences.
• You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Equal Opportunity

• 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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.