Paraplanner - Huntington Group

CA - Arcadia, USFull-time$83k–$100k2026-10-20 → 2026-11-10

Hybrid

Core

Support Lead Advisors in creating and implementing integrated financial strategies for clients through data entry, analysis, and plan execution.

Role type

Paraplanner (Financial Planning)

Builds

Fee-based financial plans and investment strategies

Domain

Financial Services / Wealth Management

Required skills

Financial planning, Investment research, Data entry, CRM management, Trade execution, Regulatory compliance, Client service

Preferred skills

CFP certification, Securities registration, Life/Health/Annuity registration, 5+ years financial advice experience, 2+ years customer service

Technologies

Money Guide Pro, Holistiplan, Solution Studio, Salesforce, Microsoft Excel

Responsibilities

Prepare and present financial plans to clients, Execute trades and account openings, Maintain CRM and planning software data, Support clients with life changes and withdrawals, Coordinate with Lead Advisors on client service needs

Seniority

Entry to Mid-level, Support IC

About Thrivent

Thrivent is seeking an experienced AI Engineering Manager to help lead the team that builds Thrivent’s enterprise AI/ML platform — the capabilities that product delivery teams across the organization use to develop, deploy, and operate AI solutions spanning classical machine learning, LLM/RAG applications, and agentic systems. The platform is built on Databricks for machine learning and data science and on AWS for production serving, with Amazon Bedrock and SageMaker powering LLM workloads. The team operates in a product operating model: the platform is the product, delivery teams are its cust