Thrivent
Paraplanner
Remote-Texas-Austin Metro · Full-time
Sponsorship not specified$70k-$100kDetected 20 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.
Responsibilities
- 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.
Requirements
- 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
Nice to have
- 5 -10 years financial services experience preferred
Compensation
- is $70,000-100,000 annually.
Benefits
- Collaborate closely with the Lead Advisor and team, providing flexible support as client and business needs evolve.
Company info
- 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.
Equal opportunity
- 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.
Visa & Work Authorization
- 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
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This listing is sourced directly from Thrivent's careers page and normalized into a canonical job model.