Financial Planning Associate
Thrivent Financial
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
Vacancy posted 5 days ago
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