Financial Planner
Financial Planner
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$ 102023 - 138032
1 Vacancy
Job Description
This position provides strategic support to Thrivents financial advisors in delivery of the financial planning process. The Financial Planner is a collaborative role. Leveraging both quantitative and qualitative data to drive financial planning and advice at scale this position requires a thorough understanding of financial planning in-depth level of knowledge of the planning process advisor business models advisor technology and the utilizations of a broad array of product solutions.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
- Prepares customized financial plans in a manner that is tailored to the needs of the clients
- Utilizing input from the Advisor or Practice prepares customized financial plan that incorporates client information and is consistent with client values and goals.
- Interpret client financial statements and advisor meeting notes to prepare client data
- Enter relevant client data into the financial planning software
- Use the financial planning software to create initial financial summary reports
- Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable
- Develops high quality accurate attractive and professional reports and presentations that reflect and incorporate Thrivents financial planning philosophy and principles into the client recommendations.
- Exhibits technical knowledge and competency in key financial planning areas including cash flow planning tax and charitable gift planning education funding debt management retirement insurance and estate planning.
- Adept at utilizing key advice tools and technology including planning software deployed within the Division.
- Provides cash flow analysis including bonus payments and stock option planning.
- Assesses gifting opportunities of cash securities or other property.
- Assists with tax planning to estimate tax withholding settings or quarterly tax payments plans for cash securities or other property gifting opportunities bonus payments and stock option planning.
- Prepares recommendations for clients utilizing planning expertise and knowledge of clients goals and circumstances integrating financial recommendations in a manner consistent with Thrivents financial planning philosophy.
- This role will also involve heavy communication with Financial Advisors when it comes to collecting data and input for iterating on content
QUALIFICATIONS & SKILLS:
Required:
- Bachelors degree in business or finance
- 5 years of financial planning or sales support experience.
- Financial services advanced designations CFP & RICP required.
- Financial services advanced designations (i.e. FIC CLU ChFC etc.) preferred.
- FINRA Series 7 and Series 66 required
- Life insurance and Health Insurance licenses
- A demonstrated ability and commitment to goals-based planning and advice.
- Experience with MoneyGuidePro or similar planning software
- Excellent verbal and written communication skills including presentation development and delivery
- Ability to manage multi-task and strong attention to detail
- Strong relationship building skills
- Established verbal and written communication skills.
Preferred:
- Alignment with Thrivents leadership competencies courage collaboration and commitment through demonstrated resiliency while working to make the best decisions and holding yourself and others to a high standard of excellence
Pay Transparency
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. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Employment Type
Full-Time
