Planning Director

Meaningful work. Rewarding career.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.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 is required to be in the office 1 day per month or 3 days per week depending upon location of residence..Job DescriptionAs the 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 AdvisorsDesired CharacteristicsOur 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:InnovativeAnalytical and Process thinkingCustomer FocusedFocused on teamwork and collaborationAdaptable and FlexibleRequirementsSecurities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registrationSatisfactory 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 DependenciesMust be able to work with all roles of the sponsoring financial advisorMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsThrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.Compensation and BenefitsFull compensation range of $90,000-$135,000 based on experience.Retirement PlanPaid Time OffCompany Profit Sharing PlanAccess to Health, Dental, and Vision InsuranceEmployer Paid Life and Disability InsuranceAbout ThriventThrivent 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). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.Pay TransparencyThrivent 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 View email address on click.appcast.io or call View phone number on click.appcast.io and request Human Resources.#CAMPGWork Location: In person #J-18808-Ljbffr