Director of Dedicated Planning Operations- Denali Associates

at  Thrivent

Organization/Business Overview:
Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation’s largest fraternal benefit society, we’re here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.

GENERAL DESCRIPTION

The Director of Dedicated Planning Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members.

QUALIFICATIONS

• 1-2 years + of industry experience required.
• Certified Financial Planner, Chartered Financial Analyst, or equivalent industry training highly desired.
• Securities (7/66, or 7/63 & 65) and Life, Health, and Annuity registration required within 90 days.
• Bachelor’s degree in Financial Planning, Finance, Accounting or Economics or related field 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