Director of Planning Operations – Voyage Financial Advisors

About the role

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.

Responsibilities

• 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.
• Aid in the creation of financial plans and 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, tasks, and opportunities to enhance efficiency and service quality.
• 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.
• Ability to directly prepare meetings for 20-40 appointments per week.

Requirements

• Serious consideration of 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.

Desired Characteristics

• Innovative
• Analytical and Process thinking
• Customer Focused
• Focused on teamwork and collaboration
• Adaptable and Flexible

Benefits

Full compensation range of $90,000-$135,000 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.

Pay

$90,000 - $135,000 annually

Schedule

Full-time role that requires to be in the office at least 3 days per week preferred.

Skills

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration, Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field, 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.

Qualifications

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.

Company Information

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24).