Dedicated Planning & Investment Operations Coordinator

Join Thrivent's Legacy Wealth Advisors in Faribault, Minnesota, as a Dedicated Planning & Investment Operations Coordinator. This fully in-office role offers a unique opportunity to lead operations in a dynamic financial planning practice under Jennifer Becker. If you're a results-driven leader passionate about financial services, team management, and client success, apply today for this high-impact position in Faribault, MN.

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a mission-driven leader empowering people to thrive financially, emotionally, and spiritually. As a Fortune 500 company with a fraternal heritage, Thrivent combines the strength of a national financial powerhouse with the personalized service of a community-focused advisor network. Legacy Wealth Advisors, led by Jennifer Becker, exemplifies Thrivent's commitment to holistic financial planning and investment excellence.

Working at Thrivent means joining a culture of purpose, innovation, and growth. In Faribault, Minnesota, you'll contribute to a thriving local economy while enjoying a supportive, collaborative environment. Our Planning & Investment Operations team plays a pivotal role in delivering exceptional client experiences, managing complex portfolios, and driving practice growth. With Thrivent's robust resources, ongoing training, and focus on work-life balance, this role positions you for long-term career advancement in financial operations, wealth management, and leadership.

Thrivent values diversity, inclusion, and professional development. Employees enjoy access to industry-leading tools, compliance support, and networking opportunities across our nationwide network. Whether you're researching investment strategies, coordinating client meetings, or optimizing team processes, you'll make a meaningful difference in clients' lives while advancing your career in the financial services industry.

Role Description

The Dedicated Planning & Investment Operations Coordinator provides licensed administrative support to Jennifer Becker and oversees the planning department, including all team members, procedures, and processes for Legacy Wealth Advisors. Reporting directly to Jennifer Becker, this leadership role ensures seamless operations, from financial plan preparation and investment research to client service coordination.

Key focus areas include team management, process oversight, investment analysis, and enhancing client experiences. This fully in-office position in Faribault, MN, operates Monday-Friday, 8am-5pm, offering stability and predictability in a high-growth financial practice affiliated with Thrivent.

Detailed Responsibilities

• Handle incoming telephone calls to Legacy Wealth Advisors and respond promptly to requests for information.
• Research inquiries regarding client accounts, providing accurate and timely resolutions.
• Provide fund values and answer securities-related questions, including variable insurance, annuities, and investment advisory services (licensing required).
• Perform routine administrative duties, such as maintaining office supplies and processing mail.
• Prepare or coordinate routine correspondence, reports, and special projects.
• Support projects, program administration, and processing functions as needed.
• Drive client-facing activities by scheduling meetings with clients/members on behalf of Financial Advisors.
• Update contact management systems with client/member contact and preference information.
• Assist Financial Advisors in preparing for and following up on client/member meetings.
• Collaborate with financial associates to assist clients with product changes.
• Participate in and drive marketing services, including direct-mail, fraternal activities, seminars, and meetings.
• Conduct verbal or written communications with prospective or existing customers on financial matters.
• Perform substantive research and information gathering for securities product recommendations.
• Oversee planning department team members, ensuring accountability and high performance.
• Manage procedures and processes to improve efficiency and client satisfaction.
• Prepare financial plans, conduct investment research and analysis.

Required Skills

Our ideal candidate is a results-driven leader skilled in delegating, motivating teams, and ensuring accountability. You excel in strong communication, innovative problem-solving, and a systems-focused approach that boosts efficiency and client experiences. Represent Legacy Wealth Advisors with professionalism and pride.

Education & Experience

• Series 7 and/or Series 66 licensing (or ability to obtain promptly).
• 3+ years in financial services, operations, or wealth management.
• Proven leadership experience managing teams and processes.
• Bachelor's degree in finance, business, or related field preferred.
• Experience with financial planning software, CRM systems (e.g., Salesforce), and investment research tools.
• Strong knowledge of securities, annuities, and advisory services.

Compensation Overview

Competitive base salary of $90,000 - $100,000 annually, depending on experience, plus performance incentives aligned with Thrivent's success.

Benefits

• Simple IRA with 3% employer match.
• 48 hours of paid vacation time annually.
• Professional development opportunities through Thrivent's training programs.
• Access to Thrivent's advisor network and resources.
• Fully in-office role with standard Monday-Friday hours for optimal work-life balance.
• Note: Health benefits are not provided for this position.

Thrivent is an Equal Opportunity Employer. Apply now to elevate your career in financial operations at Thrivent's Legacy Wealth Advisors in Faribault, MN!