Practice Support Associate

Thrivent•Sioux City, IA

1d•$60,000 - $80,000•Remote

About The Position

Abide Wealth Advisors is an independent financial services practice of Thrivent Financial, taking a broad-based approach to helping clients achieve multiple financial goals. They assist clients in analyzing their current situation, developing in-depth financial programs, and implementing integrated financial strategies. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients, dedicated to helping others through financial solutions, client activities, and resources for the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Paraplanner position will work closely with Lead Advisors to learn financial plan creation and firm-specific procedures and processes. Key responsibilities include preparing financial plans, conducting investment research and analysis, and coordinating client service needs with team members. This is a full-time position with compensation ranging from $60,000-$80,000 annually. Applicants must reside in the Central Standard Time zone.

Requirements

Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
Demonstrated customer service orientation/experience
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
Planning/Organizing (Competency)
Analytical (Competency)
Client Focus (Competency)
Communication (Competency)
Interpersonal Skills (Competency)
Teamwork and Collaboration (Competency)
Adaptability/Flexibility (Competency)

Nice To Haves

2+ years customer service experience

Responsibilities

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
CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire