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Job Information

Thrivent Financial Support Advisor/Paraplanner - The Lakeshore Group in Valparaiso, Indiana

Summary

Job Description

Organization/Business Overview:

The Lakeshore Group (LSG) is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Position Summary:

LSG is looking for a self-motivated individual who is eager to learn the financial industry as a Support Advisor/Paraplanner in our Valparaiso, Indiana office. The Support Advisor/Paraplanner is an entry-level position with growth potential that emphasizes collaboration with LSG advisors and the administrative team to meet the needs of our clients. The main responsibilities will include data gathering, analysis, communicating with team members and clients, and assisting advisors with meeting preparation and follow-up. The successful candidate will have a strategic approach in their analysis and will act as a problem solver with a “can-do” attitude.

Compensation:

Compensation will be market and situation-based, corresponding to the experience level and credentials of the candidate. The package will include a competitive salary, annual bonus opportunity, and participation in a 401(k) plan.

Position Requirements:

  • Bachelor’s degree, preferably in a related field of study (finance, business, etc.)

  • Be willing and able to obtain state insurance licenses (life, health and variable contracts) and Series 7 and 66, or; Series 7, 65, and 63 within 120 days of employment.

  • Must be willing to complete appropriate training as required by LSG, Thrivent, and/or state laws.

  • Proficient in Microsoft Word, Outlook, and Excel

  • Ability to meet deadlines and be very detail oriented

  • Very organized with the ability to switch from one project to another

  • Excellent with problem solving and communicating

  • Ability to flourish in a fast-paced environment

  • Work well in a team-oriented environment

  • Demonstrate an ability to develop and cultivate relationships

  • Accept feedback and constructive criticism well

  • Pass any applicable pre-employment tests

  • Be able to demonstrate customer service orientation/experience obtained in any field

As part of The Lakeshore Group 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.

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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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