Dedicated Planning Operations Coordinator
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Job Location:
Minneapolis, MN - USA
Yearly Salary:
$ 65000 - 75000
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
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 nations 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 onkeeping things running smoothly while building strong relationships along the way.
In this role youll 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 positionwith benefits such as Life Long TermDisability andPaidLeave.
Hourly rate and overall position will be reviewed per offer letter- compensation range is $65000-$75000 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 workflowsandcoordinatejob responsibilities ofdedicatedplanning department team members
Collaboratewithteam memberson 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
Finalizesubmit and track all client account and application paperwork
Gather andmaintaincustomer suitability information
Research and analyze investment and portfolio allocations
Assistin generating performance reports
Maintain information in CRM (Salesforce) system
Fill out necessary forms for opening andmaintainingaccounts
Handle requestsfor transfers of funds in and out of accounts
Identifyand offer recommendations on how tooptimizeworkflows
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
Previousadministrative/secretarial experience desired
3 years industry experience
Certified Financial Planner or Chartered Financial Analyst designationpreferred not required
Securities (6/63 7/66 or 7/63 & 65) and Life Health and Annuity registration
Bachelors degree in Financial Planning Finance Accounting or Economics preferred
Extremely strong organizational skills
Strong communicationand 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 andmaintaina high quality of work while experiencing frequent interruptions
Ability tomaintainintegrity of sensitive/confidential information
Competencies
Planning/Organizing
ClientFocus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of theJourney Financial Consultants team
Must be able torepresentthe organization in work with external clients
Must be able to cultivate andmaintainrelationships with outside organizations
This position will consistently followhigh standardsof 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 traininglicensingor advanced designations.
As part ofJourneyFinancial Consultantsrecruiting/hiring/contracting process a verification of acandidatesbackground will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access toWealthscapearedeemedAccess Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to bemaintainedat one of the firmsdesignatedby 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 toor calland request Human Resources.
Required Experience:
IC
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
