Job Details

Paraplanner Position

Abide Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Abide Wealth Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. 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's 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 Abide Wealth Advisors. This is a full-time position. Compensation is $60,000-$80,000 annually. Must reside in Central Standard Time to apply. Benefits: PTO and holiday pay, no medical or dental benefits provided.

Position Roles/Responsibilities/Accountabilities

• Enter client information into various systems
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Gather and maintain customer suitability information
• Assist in generating performance reports
• Maintain information in CRM (Salesforce) system
• Fill out necessary forms for opening and maintaining accounts
• Handle request for transfers of funds in and out of accounts
• Identify and offer recommendations on how to optimize workflows
• Other responsibilities as assigned by the Lead Advisor
• Manually enter information provided by the FA into electronic application systems and email, lock sign or submit
• Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire

Position Qualifications

• Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
• Degree in Financial Planning, Finance, Accounting or Economics preferred
• Demonstrated customer service orientation/experience, 2+ years preferred
• Extremely strong organizational skills
• Strong communication and interpersonal skills
• Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• 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, services, and Thrivent Financial

Competencies

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

External/Internal Dependencies

• Must be able to work with all roles of the Abide Wealth Advisors team
• 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 Abide Wealth Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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 ...@thrivent.com or call 800-###-#### and request Human Resources.