Director of Planning Operations – Voyage Financial Advisors

About this role

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 Description  

As 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   prep are 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   D a niel 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 Focus ed  

• Focused on teamwork and collaboration   

• Adapt able and Flex ible  

Requirements  

• Securities (Series 7 and 66   or   Series   7, 63 and 65) and resident state Life,   Health   and Annui ties 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   $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   

About Thrivent   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). 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 serv

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