Paraplanner - Heart of Texas Associates

Meaningful work. Rewarding career.

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.



Job Description

The Paraplanner position supports our Lead Advisors by assisting with the creation of financial plans and learning fi...