Thrivent Financial

Paraplanner

Remote-Texas-Austin Metro · Full-time

Sponsorship not specified$70k-$100kDetected 19 days ago

CRMExcelResearchCommunicationCollaborationAdaptabilityMicrosoft Office

About the role

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

Maintain accurate and up‑to‑date client information across systems to ensure a seamless client experience.
Maintain detailed and organized records within the CRM system to support proactive service and communication.

Gather and maintain required client information to support suitability, compliance, and high‑quality planning.
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

Collaborate closely with the Lead Advisor and team, providing flexible support as client and business needs evolve.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients.
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 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.

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 b

This listing is sourced directly from Thrivent Financial's careers page and normalized into a canonical job model.