Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

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Job Information

Thrivent Financial Paraplanner in Geneva, Illinois

Summary

The Paraplanner position will come alongside our Lead Advisor’s to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. This position is employed by Sage Path Financial Consultants.

Example work week schedule is Mon/Wed/Thursday 9 am to 5 p.m., Tuesdays 10 am to 7 p.m. and Fridays 9 a.m. to 4 p.m.

Compensation is $35-55,000 annually dependent upon experience and licensure held.

Job Description

Responsibilities

  • Enter client information into various systems

  • Prepare and update financial plans and presentation material for client meetings

  • Sit in on client planning 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

  • Gather and maintain customer suitability information

  • Assist in generating performance reports

  • Maintain information in CRM (Salesforce) system

  • Identify and offer recommendations on how to optimize workflows

  • Develop & manage Financial Planning pipeline & process

  • Provide themed education for planning clients

  • Manage & meet all financial planning compliance requirements

  • Other responsibilities as assigned by the Lead Advisor

Qualifications

  • Securities (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

  • Extremely strong organizational skills

  • Strong writing 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

Competencies

  • Planning/Organizing

  • Customer Focus

  • Communication

  • Interpersonal Skills

  • Teamwork and Collaboration

  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the Sage Path Financial Consultants

  • Must be able to represent the organization in work with external clients

  • Must be able to cultivate and maintain relationships with outside organizations

As part of Sage Path Financial Consultants recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

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