Research Analyst & Paraplanner - Emerald Financial Group

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 [email protected] or call 800-847-4836 and request Human Resources.