Director of Planning Operations

Thrivent

Director of Planning Operations at Voyage Financial Advisors focusing on complete financial planning and supporting a team of financial advisors. Engaging in analysis, planning, and client interaction in a fast-paced environment.

Posted 5/28/2026full-timeWausau • Wisconsin • 🇺🇸 United StatesLead💰 $85,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Retirement Plan
Paid Time Off
Company Profit Sharing Plan
Access to Health, Dental, and Vision Insurance
Employer Paid Life and Disability Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisfinancial planningprocess efficiencyrevenue growthclient data accuracyproject managementprocess managementfinancial planning toolsCRM systemsMicrosoft Office

Soft Skills

leadershipcoachingorganizational skillscommunication skillsattention to detailability to manage multiple prioritiesconfidentiality

Certifications

Series 7Series 66Series 63Series 65Life insurance licenseHealth insurance licenseAnnuities registrationCFP® designation