Dedicated Planning Operations Coordinator

Thrivent•Minneapolis, MN

10d•$65,000 - $75,000•Hybrid

About The Position

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.

Requirements

Previous administrative/secretarial experience desired
3+ years industry experience required
Certified Financial Planner or Chartered Financial Analyst designation 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
Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
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.

Responsibilities

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