Stevens Point, WI

Finance Jobs in Stevens Point, WI

2 jobs found

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1mo ago

Director of Planning Operations

Thrivent Stevens Point, WI

Stevens Point, WI

1mo ago Closed

$90k - $135k/yr Full time Finance Director Senior Ai Integration

This position is no longer accepting applications (closed Aug 22, 2026).

Job Description

Thrivent, operating through Voyage Financial Advisors, is seeking a Director of Planning Operations for an onsite, in-person role in Stevens Point, Wisconsin. In this position, you will lead planning operations, support financial advisors and clients, and manage the planning team while driving efficiency and revenue growth through process improvements and AI tools. The role offers a compensation range of $90,000 to $135,000, commensurate with experience, and requires a strong blend of financial planning expertise, leadership, and operational acumen.

Responsibilities

Actively prepare financial analyses and develop financial plans, serving as a hands-on planner in a fast-paced, high-producing environment.
Integrate Microsoft Co-Pilot and other AI tools into processes and operations.
Lead, coach, and develop members of the financial planning team.
Oversee the preparation, review, and delivery of comprehensive financial plans, ensuring accuracy and process efficiency.
Assist in the creation of financial plans.
Help the advisory team by creating straightforward implementation steps to drive revenue growth through execution.
Partner with advisors to support client planning strategies, meeting preparation, and advisor meeting guides.
Control and formalize processes for RMDs, internal policy payments, 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.
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.

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registrations.
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.

Technologies

Microsoft Co-Pilot
CRM systems
Microsoft Office

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

Desired Characteristics

Innovative
Analytical and process thinking
Customer-focused
Focus on teamwork and collaboration
Adaptable and flexible

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

Work Location

In person

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1mo ago

Financial Advisor

Thrivent Stevens Point, WI

Stevens Point, WI

1mo ago Closed

$90k - $165k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 6, 2026).

Job Description

Based onsite in Stevens Point, Wisconsin, this Thrivent Financial Advisor role centers on building a personal practice that helps Christians pursue financial clarity. You’ll deliver personalized guidance, connect clients with Thrivent programs, and operate within a flexible, commission-based compensation model, with an annual salary range of USD 90,198 to 165,000. The position emphasizes collaboration with specialists across the organization to support your growth and impact within your faith community.

Responsibilities

Develop and maintain a personal financial practice that guides Christians toward financial clarity while supporting lives of service and faith.
Provide practical, individualized advice and connect clients to Thrivent products and programs.
Cultivate genuine, long-term relationships across generations based on trust, with the ability to serve clients in your community.
Schedule client meetings by leveraging your network and Thrivent's reputation, deliver engaging financial workshops, and market your practice.
Maintain a flexible schedule to support work-life balance.
Join a collaborative culture where colleagues are invested in your success and willing to help you achieve it.
Access specialists from business development, marketing, technology, engagement, and experienced advisors as you build your business.

Requirements

Bachelor’s degree or equivalent experience.
Military veterans are encouraged to apply.
FINRA SIE and life and health licenses (licensed role only) must be obtained prior to contracting.
Successful background check, fingerprinting, and verification of securities registration and/or insurance licensing as applicable.

Benefits

Compensation for this role combines commissions, bonuses, and incentives, aligned with Thrivent's approach to attracting, rewarding, and retaining talent.
Thrivent's market-competitive compensation programs and national average total compensation of USD 90,198 in the first three years, with top advisors exceeding USD 165,000.
Medical, dental, vision, disability, and accidental death and dismemberment insurance.
Pension, 401(k), and retiree medical plans.
Ongoing support, training, and opportunities for professional growth as you build your business.
Well-being programs to support physical, emotional, and financial health.
Gift matching to double contributions to eligible nonprofit organizations and volunteer programs.
Membership programs to help you connect with clients and engage Christians to make a real community impact.

Desired Characteristics

Self-disciplined, independent, and driven to succeed.
Motivated by helping others achieve their goals.
Natural coach or guide with strong interpersonal skills.
Committed to living a generous, service-oriented life rather than merely selling products.

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Finance Jobs in Stevens Point, WI

Director of Planning Operations

Financial Advisor

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