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're 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.
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
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 [email protected] or call 800-847-4836 and request Human Resources.
#Remote
