Hybrid Paraplanner - Fee-Based Financial Planning Expert
Thrivent
Thrivent is seeking a dedicated financial planning professional to focus on fee-based planning from data entry through implementation. You will develop plans for clients, present them, and manage data in planning software and Salesforce while supporting the operations team. The role requires CFP certification and securities registrations, with a strong emphasis on client service, accuracy, and regulatory compliance. #J-18808-Ljbffr Thrivent
Vacancy posted 4 days ago
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