Paraplanner: Strategic Financial Planning & Client Service

Posted 11 days ago

thrivent financialSan Antonio (TX)

Personal Financial AdvisorsAll Other Personal Services

SENIORITY

Mid

About the role

Thrivent, located in San Antonio, Texas, is hiring a full-time Paraplanner to support Lead Advisors by creating financial plans and delivering high-quality client service. This role requires a focus on detailed, accurate financial planning and strong organizational skills. Responsibilities include preparing financial documents, managing data in Salesforce, and enhancing client experiences. Ideal candidates will have a degree in a relevant field along with customer service experience. #J-18808-Ljbffr

Before you apply

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Your profile is current

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Two examples you can talk through

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.