Manager Financial Planning Analysis Jobs in Rochester, MN

Summary
Meaningful work. Rewarding career.
Are you ready to step into a pivotal role within a well-established and thriving financial team? As the Lead Advisor at Emerald Financial Group, you will have the unique opportunity to directly engage with a well-established and highly valued client base while leading a team of financial advisors who share a strong commitment to serving others and living a life of generosity.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Job Description
Position Summary
The Lead Advisor plays a crucial role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management. The Lead Advisor will lead a team of advisors, provide strategic direction, and ensure the highest level of service to clients. The Lead Advisor will be employed by Emerald Financial Group. As such all existing and new clients of the practice will remain that of Emerald Financial Group and not that of the Financial Advisor. We are open to individuals who do not have financial services experience but possess a proven track record of success and experience in leading a Sales Team.
Desired characteristics
Our culture - and our people - are what make us special. We're looking for individuals who are, or aspire to be, deeply connected to the communities where our clients live, work, and worship. We believe in generosity and in giving back. In this role, you'll inspire and support clients in contributing to nonprofits and their communities, while also having opportunities to give back yourself. Our ideal candidate has:

• Previous experience leading teams
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
• Previous sales experience preferred but not required.
• Prefer at least 5 years' industry experience but may consider a strong candidate with less experience.
• Previous experience with Salesforce, MoneyGuidePro and Morningstar

Primary Responsibilities

• Lead, coach, and develop a team of financial advisors to achieve strong performance and professional growth.
• Drive business growth by expanding the client base and increasing assets under management.
• Maintain accountability for personal and team revenue goals.
• Ensure adherence to all regulatory, compliance, and ethical standards.
• Provide comprehensive financial planning and investment guidance to prospective and existing clients.
• Communicate complex financial strategies clearly and effectively.
• Oversee trade execution, insurance analysis, suitability review, and client account changes with accuracy and care.
• Maintain required licenses, certifications, and continuing education.
• Represent the firm through client meetings, seminars, community engagement, and business development activities.

Requirements

• Bachelor's degree in finance, economics, business, or a related field preferred or equivalent work experience.
• 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.

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Compensation and benefits
Here, you'll enjoy:

• Base salary is tied to recurring revenue from your book of business, with additional revenue sharing on first-year commissions and advisory fees. $125,000-$175,000 based upon experience and active licensure.
• Medical, dental, and vision available.
• Employer paid life insurance, short-term disability, and long-term disability.

• 401(k) with company match.

• Personal time off.
• 7 Paid holidays.

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.
As part of the Emerald Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
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.