• Paraplanner

    Thrivent Financial (Rochester, MN)


    Summary

    Organization/Business Overview:

    Emerald Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Emerald Financial Group 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.

    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 Emerald Financial Group. This is an in-office position.

     

    This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.

    Comprehensive Benefit Package:

    - $50,000 annually

     

    - Major Medical

     

    - 401k with employer match

     

    - PTO and holiday pay

    Job Description

    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 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

    + Assist in generating performance reports

    + Maintain information in CRM (Salesforce) system

    + Fill out necessary forms for opening and maintaining accounts

    + Identify and offer recommendations on how to optimize workflows

    + Other responsibilities as assigned by the Lead Advisor

    Position Qualifications

    + 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 Emerald Financial Gruop

    + 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 Emerald Financial Group’s 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.

     

    All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

     

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

     

    For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

     

    Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.