Top 7997 Information Operations Planner Jobs

Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Production Planner
Fayman & Sorbello Food Group —Madill, OK
- $50,000 - $70,000 a year
- Full-time
- Basic math
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
HVAC Service Technician
Mericle Construction, Inc. —Wilkes-Barre, PA
- Full-time
- 5 years
- Team management
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Production Planner/Scheduler
Hydrafab Northwest Inc. —Spokane Valley, WA
- $30 - $35 an hour
- Full-time
- Microsoft Excel
- Management
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Senior Production & Inventory Planner
Inpria Corporation —Corvallis, OR
- Full-time
- Ability to walk for extended periods
- Pass drug screening
- Supervising experience
- Health savings account
- Paid holidays
Quick Apply
7d
Jr. Production Planner
ATLAS SPECIALTY PRODUCTS —Anaheim, CA
- $25 - $28 an hour
- Overtime
- Office
- Ability to sit for extended periods
- Experience equivalent to degree accepted
- Dental insurance
- 401(k)
Quick Apply
Production Planner
Summit Interconnect, Inc. —Aurora, CO
- $22 - $25 an hour
- Full-time
- Pass drug screening
- High school diploma or GED
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
7d
Substance Use Disorder Counselor
Sobrius Operations —Galax, VA
- $27 - $36 an hour
- Full-time
- Background check
- Addiction Medicine
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Purchasing Agent
ALLEGIANT HEALTH INC. —Deer Park, NY
- $23 - $28 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Engineer V in San Diego
cGMPnow —San Diego County, CA
- $145,000 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Bachelor of Science
- Profit sharing
- Paid training
14d
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Operational Planner- Packaging Return for Reuse (R4R) Program
ASML —Wilton, CT
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
Industrial Engineer
Capacity LLC —North Brunswick, NJ
- 7 years
- Master's degree
- Analysis skills
Quick Apply
Registered Nurse: Case Manager Support RN
Harbor Hospice —Muskegon, MI
- Up to $42 an hour
- Full-time
- CPR Certification
- Nursing
- Management
- 403(b) matching
- Mileage reimbursement
Quick Apply
Business Planner
ASML —Wilton, CT
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Local
Maintenance Supervisor, 3rd Shift
Cabinetworks Group Middlefield, LLC —Middlefield, OH
- Full-time
- Microsoft Word
- Computer literacy
- Engineering
Quick Apply
Registered Nurse
Total Health Care —Baltimore, MD
- $40.87 - $45.67 an hour
- Full-time
- CPR Certification
- Nursing
- RN License
Quick Apply
Transportation Planner
Tahoe Transportation District —Stateline, NV
- $85,100 - $111,985 a year
- Full-time
- Background check
- Customer service
- English
- AD&D insurance
- Health insurance
Quick Apply
Maintenance Planner
Standard Sand & Silica Company —Davenport, FL
- Engineering
- Office
- 8 years
Quick Apply
Buyer/Planner
Amphenol CIT —Snoqualmie, WA
- $80,000 - $115,000 a year
- Full-time
- Customer service
- English
- Mid-level
- Health savings account
- Paid holidays
Quick Apply

I want to receive the latest job alert for Information Operations Planner

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Information Operations Planner jobs near

Wealth Manager jobs in Los Angeles, CA

Financial Advisor jobs in Stevens Point, WI

Engineer jobs in San Diego County, CA

Substance Abuse Counselor jobs in Galax, VA

Planner jobs in Wilton, CT

HVAC Technician jobs in Wilkes-Barre, PA

Senior Plannerscheduler jobs in Detroit, MI

Registered Nurse Case Manager jobs in Lakewood, NJ

Case Manager jobs in Sheboygan, WI

Registered Nurse jobs in Clarksville, TN

Psychiatric Nurse Practitioner jobs in Fort Myers Beach, FL

Registered Nurse Case Manager jobs in Pahrump, NV

Nurse Auditor jobs in Denver, CO

Registered Nurse Case Manager jobs in Santa Monica, CA

Registered Nurse Case Manager jobs in Buffalo, NY

Wealth Manager jobs in Valencia, CA

Wealth Manager jobs in Rockford, IL

Estate Manager jobs in Los Angeles, CA

Finance Manager jobs in New York, NY

Process Manager jobs in Remote

Director of Planning Operations – Voyage Financial Advisors

Thrivent -
Stevens Point, WI

Quick Apply

Job Details

Full-time
$90,000 - $135,000 a year

Benefits

Profit sharing
Disability insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Financial planning software
Serving clients
Team leadership
Series 7
Leading team collaboration initiatives
Managing projects
Financial services
CRM system proficiency
Productivity software
Life & Health Insurance License

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Voyage Financial Advisors is an independent financial services practice of Thrivent in Wisconsin and Michigan. We are growing and adding a Director of Planning Operations to our team, which serves clients mainly in Wisconsin, Michigan, and Minnesota with a focus on complete financial planning. Voyage’s team values are Faith, Family, Trust, Collaboration, Communication, and Community. We are looking for a values aligned team member. This is a full-time role that requires to be in the office at least 3 days per week preferred.

Job Description

As the Director of Planning Operations, you’ll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including:

Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment.
Integrate Microsoft Co-Pilot and other AI tools into process and operations.
Lead, coach, and develop members of the financial planning team.
Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency.
Assist not only in the creation of financial plans but help assist the advisory team by creating straightforward implementation steps for the advisors to help drive revenue growth through implementation.
Partner with advisors to support client planning strategy, meeting preparation and preparing advisor meeting guides.
Control and form processes for, RMDs, internal payment of policies, death claims and opportunities.
Ensure accuracy and consistency of client data within planning and CRM systems.
Improve and scale planning and meeting prep workflows, tasking, and opportunities to enhance efficiency and service quality.
Ability to directly prepare meetings for 20-40 appointments per week.
Serve as a senior planning resource on complex client cases.
Maintain confidentiality of sensitive client and firm information.
Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.

You will be employed/contracted by Daniel Demers Holding LLC, dba Voyage Financial Advisors

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Innovative
Analytical and Process thinking
Customer Focused
Focused on teamwork and collaboration
Adaptable and Flexible

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.
Project and Process management experience.
3–5+ years of experience in financial planning or related financial services roles.
CFP® designation preferred or ability to obtain within 2 years of start date.
Exceptional people, leadership, organizational, and communication skills.
Ability to manage multiple priorities while maintaining attention to detail.
Proficiency with financial planning tools, CRM systems, and Microsoft Office.

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

Full compensation range of $90,000-$135,000 based on experience.
Retirement Plan
Paid Time Off
Company Profit Sharing Plan
Access to Health, Dental, and Vision Insurance
Employer Paid Life and Disability Insurance

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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 to [email protected] or call 800-847-4836 and request Human Resources.

#CAMPG

Work Location: In person

Quick Apply

Refine Your Search

Information Operations Planner jobs

Director of Planning Operations – Voyage Financial Advisors

Production Planner

HVAC Service Technician

Production Planner/Scheduler

Senior Production & Inventory Planner

Jr. Production Planner

Production Planner

Substance Use Disorder Counselor

Purchasing Agent

Engineer V in San Diego

Wealth Manager

Operational Planner- Packaging Return for Reuse (R4R) Program

Industrial Engineer

Registered Nurse: Case Manager Support RN

Business Planner

Maintenance Supervisor, 3rd Shift

Registered Nurse

Transportation Planner

Maintenance Planner

Buyer/Planner

I want to receive the latest job alert for Information Operations Planner

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected