Thrivent · 14 hours ago
Dedicated Planning & Investment Operations Coordinator
Faribault, MN
Full-time
Onsite
Entry, Mid Level
$90K/yr - $100K/yr
2+ years expThrivent is a financial services organization that provides licensed administrative support through the Dedicated Planning & Investment Operations Coordinator role. This position oversees the planning department, managing team members and processes while preparing financial plans and coordinating client service needs.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Handles incoming telephone calls to Legacy Wealth Advisors and responds to requests for information
Researches inquiries regarding client accounts
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Updates the contact management system with client/member contact and preference information
Assists Financial Advisors in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
Obtaining customer financial information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss, or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs
Manually enter information provided by the FA into electronic application systems and email, lock sign or submit
Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire
Qualification
Required
Previous administrative/secretarial experience desired
Must be securities registered (series 7 & 66 or 6 & 63)
Must be insurance licensed/appointed
Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration
Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
Demonstrated customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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
Basic understanding of Legacy Wealth Advisors, our products and services, and Thrivent Financial
Benefits
Simple IRA 3% match
48 hours of vacation time
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
5001-10000 employees
H1B Sponsorship
Thrivent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-23
2026-01-22
2025-11-28
Company data provided by crunchbase