Financial Control Jobs in Wisconsin (NOW HIRING)

Job Description

As the Director of Planning Operations,you'llbe a resource forour financial advisors andprovide support to the clients ofVoyage 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.

• Assistnot only in the creation of financial plans but helpassistthe 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, meetingpreparationand preparing advisor meeting guides.

• Control and form processes for, RMDs, internal payment of policies, deathclaimsand 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 todirectlyprepare 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 beemployed/contracted byDaniel Demers Holding LLC, dba Voyage Financial Advisors

Desired Characteristics

Our culture and our people are special.We'relooking for people who are - or want to become - part of the communities where clients live,workand worship.Our ideal candidate is:

• Innovative

• Analyticaland Processthinking

• Customer Focused

• Focused on teamwork and collaboration

• Adaptable and Flexible

Requirements

• Securities (Series 7 and 66orSeries7, 63 and 65) and resident state Life,Healthand 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.

• Exceptionalpeople,leadership, organizational, and communication skills.

• Ability to manage multiple priorities whilemaintainingattention to detail.

• Proficiencywith financial planning tools, CRM systems, and Microsoft Office.

External/Internal Dependencies

• Must be able to work with all roles of thesponsoring financial advisor

• Must be able torepresentthe organization in work with external clients

• Must be able to cultivate andmaintainrelationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurancelicensure.

Compensation and Benefits

• Full compensationrange of$90,000-$135,000 based on experience.

• RetirementPlan

• 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 than2.4 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 billionin assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies whichdemonstratethe 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 ourworkforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products,securitiesand 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.