Job Information
Thrivent Financial Research Analyst & Paraplanner - Emerald Financial Group in Rochester, Minnesota
Title: Research Analyst & Paraplanner
Reports to: Director of Operations
Location: Rochester, MN
Hours: 8am-5pm
Position Summary
The Investment Analyst plays a key role in supporting our financial advisors and clients. This position involves managing and developing investment models, assisting in the creation of financial plans and reports, processing securities trade orders, and answering product-related inquiries. Additionally, the Investment Analyst will help with client meeting preparation and assist with forms and transactions related to financial accounts.
Primary Responsibilities
Provide technical support to Associate Advisors and assist with client-facing activities (in a non-advice capacity)
Gather and analyze data, build financial models, design case scenarios, and support the development of comprehensive financial plans
Participate in client meetings alongside Associate Advisors, providing logistical and analytical support
Enter data into financial planning software and assist in preparing draft financial plans
Develop custom analyses to guide client decision-making on financial matters
Prepare and update presentation materials for client meetings
Conduct research and provide insights on investment options, portfolio strategies, and manager recommendations
Ensure clients receive timely, accurate information about their investments, and proactively resolve any questions or issues
Assist with maintaining client relationships, including processing requests and keeping client documentation current
Take on additional responsibilities as assigned by the Leadership Team
Qualifications
Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
Strong proficiency with business tools and software (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Solid understanding of economic trends, financial regulations, and factors that influence client investments
Ability to build and manage financial models and conduct investment analysis
High level of professionalism and ability to maintain the confidentiality and integrity of sensitive client information
Career Progression
- This position offers potential growth within the practice, with opportunities to advance to roles such as Associate Advisor or Team Lead.
Compensation
- Starting salary of $65,000, with potential for performance-based bonuses.
Benefits:
Medical
Dental insurance
Vision insurance
401(k)
Health savings account
Life Insurance
AD&D insurance
Disability insurance
Paid time off
Employee assistance program
Flexible schedule
Paid Holidays
Professional development assistance
Our Team
- Emerald Financial Group is a growing independent financial services practice of Thrivent, a Fortune 500 financial services company recognized by Ethisphere as one of the World’s Most Ethical Companies. We take a broad-based approach to help our clients achieve multiple financial goals. With over 100 years of financial industry experience backing our practice, we’re primed for continued growth. Our team is committed to delivering exceptional service and building lasting relationships with our clients. We have a friendly, genuine, family-like dynamic team whose passion shines through in our work each day.
Pay Transparency
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.
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.
