Accounting Paraplanner

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Heart of Texas Associates is an independent financial services practice of Thrivent in San Antonio, Texas. We take a broad-based approach to helping our clients achieve multiple financial goals. Heart of Texas Associates helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

This is a full-time role that and requires you to be in the office 5 days per week.

The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning firm-specific procedures and processes, with a strong focus on delivering high-quality client service. Key responsibilities include preparing detail-oriented financial plans, conducting investment research and analysis, and collaborating with team members. The Paraplanner reports to and is employed/contracted by the Financial Advisor.

Prepare and update detail-oriented and accurate financial plans and presentation materials for client meetings

Gather and enter information into financial planning software and prepare draft financial plans

Gather and maintain customer suitability information

Assist in generating and reviewing client portfolio performance reports

Enter and maintain information across various systems, including CRM system (Salesforce) and financial planning software, ensuring data integrity and up-to-date documentation

Complete necessary forms for opening and maintaining accounts

Handle request for transfers of funds in and out of accounts

Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required

Degree in Financial Planning, Finance, Accounting or Economics preferred

Demonstrated customer service orientation/experience, 2+ years preferred

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

Experience in What If Tax and MoneyGuidePro is a plus

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

19 days of PTO (10 PTO + 9 Holidays)

Eligible for discretionary bonuses

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities.