Director of Planning Operations – Voyage Financial Advisors

Thrivent•Stevens Point, WI

8d•$85,000 - $120,000•Hybrid

About The Position

Voyage Financial Advisors, an independent financial services practice of Thrivent, is seeking a Director of Planning Operations to join their growing team. This full-time role focuses on providing comprehensive financial planning services to clients primarily in Wisconsin, Michigan, and Minnesota. The Director of Planning Operations will act as a resource for financial advisors, support clients, and play a key role in the day-to-day operations of the planning team. The ideal candidate will be values-aligned with the team's core values of Faith, Family, Trust, Collaboration, Communication, and Community. This role requires a minimum of 3 days per week in the office.

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.
Project and Process management experience.
3–5+ years of experience in financial planning or related financial services roles.
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.
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

Nice To Haves

Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.
CFP® designation preferred or ability to obtain within 2 years of start date.

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.
Assist in the creation of financial plans and 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.
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.