Dedicated Planning Operations Coordinator

Organization/Business Overview:

Journey Financial Consultants is a fast growing, independent financial services practice of Thrivent Financial, committed to helping clients build confident financial futures. Our collaborative team provides comprehensive advice and personalized portfolio guidance, supporting clients at every stage of their financial journey. We believe it is a privilege to help people prosper through planning, protection, and growth. We define success by living our values of helping others, integrity, faith, impact, and fun!

With outstanding products and forward-thinking strategies, we serve as a trusted partner to generations of clients, empowering them to lead lives full of meaning and generosity. Our team practice model allows us to collectively utilize our over 100 years of combined knowledge and expertise and take a broad-based approach to helping clients achieve multiple financial goals - such as wealth accumulation, tax efficiency, risk protection and legacy planning.

Thrivent Financial is a faith-based, not-for-profit, Fortune 500 financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we are here solely to help others. We help clients to connect financial and generosity goals as well as unlock resources for their favorite non-profit organizations and the Christian community. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Position summary:

The Dedicated Planning Operations Coordinator plays a key role in helping us deliver an exceptional and meaningful advice experience to our clients. Think of this role as both a behind-the-scenes engine and a friendly face clients can rely on-keeping things running smoothly while building strong relationships along the way.

In this role, you'll collaborate closely with team members while also interacting directly with clients to support their planning journey. Responsibilities include overseeing important processes, preparing financial plans, conducting investment research and analysis, and coordinating client service needs to ensure every client experience is thoughtful, organized, and seamless.

The Dedicated Planning Operations Coordinator is employed by Journey Financial Consultants.

Employment by the founding advisors of the JFC team.

This is a full-time position with benefits such as Life, Long Term Disability and Paid Leave.

Hourly rate and overall position will be reviewed per offer letter - compensation range is $65,000-$75,000 annually.

This position will either be fully in office at the New Brighton, MN location or hybrid - 3 days a week in office.

Position Roles/Responsibilities/Accountabilities

• Oversee workflows and coordinate job responsibilities of dedicated planning department team members

• Collaborate with team members on client cases

• Enter client information into various systems

• Prepare and update financial plans and presentation material for client meetings

• Enter information into financial planning software and prepare draft financial plans

• Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date

• Research and respond to client inquiries

• Finalize, submit, and track all client account and application paperwork

• Gather and maintain customer suitability information

• Research and analyze investment and portfolio allocations

• Assist in generating performance reports

• Maintain information in CRM (Salesforce) system

• Fill out necessary forms for opening and maintaining accounts

• Handle requests for transfers of funds in and out of accounts

• Identify and offer recommendations on how to optimize workflows

• Other responsibilities as assigned

• Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

• Previous administrative/secretarial experience desired

• 3+ years industry experience required

• Certified Financial Planner or Chartered Financial Analyst designation preferred, not required

• Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required

• Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred

• Extremely strong organizational skills

• Strong communication and interpersonal skills

• Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn

• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

• Ability to maintain integrity of sensitive/confidential information

Competencies

• Planning/Organizing

• Client Focus

• Communication

• Interpersonal Skills

• Teamwork and Collaboration

• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Journey Financial Consultants team

• Must be able to represent the organization in work with external clients

• Must be able to cultivate and maintain relationships with outside organizations

This position will consistently follow high standards of business and professional ethics, legal and regulatory requirements and company policies when dealing with others and/or performing work activities. This is a licensed role with potential for advancement upon future training, licensing or advanced designations.

As part of Journey Financial Consultant's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.