Thrivent

Paraplanner

Thrivent

19 hours ago
Remote
Full Time
Junior
0 applicants
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Thrivent
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About this role

A Paraplanner at Thrivent Financial supports the Lead Advisor and team by preparing financial plans, conducting investment research, and coordinating client service needs. The role involves maintaining accurate client records, enhancing client relationships, and ensuring compliance with financial regulations.

Skills

Qualifications

Securities Registered (Series 7 & 66 or 6 & 63)Insurance Licensed/AppointedLong-Term Care TrainingVariable Insurance/Annuity LicensingMicrosoft Office Proficiency
Thrivent

About Thrivent

thrivent.com

Plan your finances for the people, causes and community you love.

About Thrivent

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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