Thrivent

Director of Planning Operations - Voyage Financial Advisors

Thrivent$85K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Securities licenses (Series 7 and 66 or Series 7, 63 and 65) and state Life, Health and Annuities registration required.
  • Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.
  • 3-5+ years of experience in financial planning or related financial services roles.
  • Exceptional leadership, organizational, and communication skills required.
  • CFP® designation preferred or willingness to obtain it within 2 years.
  • Experience with project and process management essential.
  • Proficient in financial planning tools, CRM systems, and Microsoft Office.

Responsibilities

  • Prepare financial analysis and develop financial plans in a fast-paced environment.
  • Integrate Microsoft Co-Pilot and AI tools into operations.
  • Lead and develop financial planning team members.
  • Oversee the preparation and delivery of comprehensive financial plans with a focus on accuracy.
  • Assist advisory team in creating implementation steps to support revenue growth.
  • Partner with advisors to enhance client planning strategies and meeting preparations.
  • Ensure accuracy of client data within planning and CRM systems.

Benefits

  • Retirement Plan available for employees.
  • Generous Paid Time Off policy.
  • Company Profit Sharing Plan participation.
  • Access to Health, Dental, and Vision Insurance.
  • Employer Paid Life and Disability Insurance.
Full Job Description
Voyage Financial Advisors is an independent financial services practice of Thrivent in Wisconsin and Michigan. We are growing and adding a Director of Planning Operations to our team, which serves clients mainly in Wisconsin, Michigan, and Minnesota with a focus on complete financial planning. Voyage's team values are Faith, Family, Trust, Collaboration, Communication, and Community. We are looking for a values aligned team member. This is a full-time role that that requires to be in the office at least 3 days per week preferred.

Job Description

As a Director of Planning Operations, you'll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including:

  • Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment.


  • Integrate Microsoft Co-Pilot and other AI tools into process and operations.


  • Lead, coach, and develop members of the financial planning team.


  • Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency.


  • Assist not only in the creation of financial plans but help assist the advisory team by creating straightforward implementation steps for the advisors to help drive revenue growth through implementation.


  • Partner with advisors to support client planning strategy, meeting preparation and preparing advisor meeting guides.


  • Control and form processes for, RMDs, internal payment of policies, death claims and opportunities.


  • Ensure accuracy and consistency of client data within planning and CRM systems.


  • Improve and scale planning and meeting prep workflows, tasking, and opportunities to enhance efficiency and service quality.


  • Ability to directly prepare meetings for 20-40 appointments per week.


  • Serve as a senior planning resource on complex client cases.


  • Maintain confidentiality of sensitive client and firm information.


  • Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.


You will be employed/contracted by Daniel Demers Holding LLC, dba Voyage Financial Advisors

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:

  • Innovative


  • Analytical and Process thinking


  • Customer Focused


  • Focused on teamwork and collaboration


  • Adaptable and Flexible


Requirements

  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration


  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.


  • Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.


  • Project and Process management experience.


  • 3-5+ years of experience in financial planning or related financial services roles.


  • CFP® designation preferred or ability to obtain within 2 years of start date.


  • Exceptional people, leadership, organizational, and communication skills.


  • Ability to manage multiple priorities while maintaining attention to detail.


  • Proficiency with financial planning tools, CRM systems, and Microsoft Office.


External/Internal Dependencies

  • Must be able to work with all roles of the sponsoring financial advisor


  • Must be able to represent the organization in work with external clients


  • Must be able to cultivate and maintain relationships with outside organizations


Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

  • Full compensation range of $85,000-$120,000 based on experience.


  • Retirement Plan


  • Paid Time Off


  • Company Profit Sharing Plan


  • Access to Health, Dental, and Vision Insurance


  • Employer Paid Life and Disability Insurance

About Thrivent

Thrivent Financial create financial strategies that help Christians be wise with money and live generously. They offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, they have helped their member-owners show God's love to others by being good stewards of the gifts they've been given.

Thrivent Careers

Join Thrivent's dynamic team and discover a career where your skills, leadership, and innovation can flourish. As a leading financial services organization, Thrivent offers unparalleled job opportunities that empower you to help individuals make wise money choices that reflect their values. With a commitment to diversity, equity, and inclusion, Thrivent is not just a company; it's a community where you can grow both personally and professionally. Work You’ll Do At Thrivent, you will be part of a culture that fosters growth and leadership. Our team is dedicated to providing financial advice that aligns with our clients' values and goals. By joining our team, you will use your professional expertise to support our mission of helping people achieve financial clarity, enabling lives full of meaning and gratitude. Thrivent's employment opportunities span a range of disciplines, from financial services to information technology, all united by a common goal to improve our members' financial well-being. Whether you are looking for a full-time position or an internship, Thrivent offers a path that complements your career aspirations. Innovative Work Engage in innovative work that matters. Thrivent leads the way in developing new strategies and solutions that respond to the changing needs of our members. With a focus on continuous improvement and cutting-edge financial tools, your work at Thrivent will challenge and inspire you every day. Be Part of a Great Team Thrivent’s team is its greatest asset. Here, you will find a supportive network of colleagues who are passionate about making a positive impact. Our collaborative environment encourages networking and sharing ideas, making it the perfect place to advance your career. Thrivent’s commitment to professional development and leadership training ensures that every team member has the resources to succeed. Benefits and Growth Thrivent recognizes the importance of benefits that support not only your professional growth but also your personal well-being. Our comprehensive benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Moreover, we offer unique benefits like financial planning services and volunteer opportunities that reflect our commitment to values-based living. Explore Thrivent Jobs Ready to take the next step in your career? Explore the exciting job opportunities at Thrivent. From internships to leadership roles, Thrivent is hiring across various departments. Equip yourself with a strong resume and prepare for an interview process that values your experience and potential. Stay Connected Keep up to date with the latest from Thrivent Careers by joining our talent network. Receive personalized job alerts and insider tips directly to your inbox. Discover the diverse, rewarding career opportunities awaiting you at Thrivent. Join Thrivent’s mission today and be part of a company that values leadership, innovation, and diversity. Your journey towards a fulfilling career starts here. Explore positions that match your skills and interests and become part of a team that’s dedicated to making a difference. SEARCH THRIVENT JOBS Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. See what exciting and rewarding opportunities await at Thrivent.
Learn more about Thrivent
Size
10,000 employees
Industry
Founded
1902

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