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Paraplanner: Strategic Financial Planning & Client Service

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Thrivent
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

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.

We are seeking a motivated Paraplanner:
Strategic Financial Planning & Client Service to join Thrivent in San Antonio, TX, United States.

We have an opening for a Paraplanner:
Strategic Financial Planning & Client Service in San Antonio, TX, United States within Finance.

This role, Paraplanner:
Strategic Financial Planning & Client Service at Thrivent, could be your next career step.

Are you ready to take on the Paraplanner:
Strategic Financial Planning & Client Service role at Thrivent?

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