IntentGen empowers others to live intentionally. Be part of this fulfilling mission when you join our team.
Our principles shape every move, and we look to share those drivers with similarly passionate individuals.
Busy is not an excuse.
Prioritize time for what matters: family, friends, faith, clients and community.
Authenticity. Vulnerability. Transparency. Integrity.
Build trust before sharing truth.
God is not done with us yet.
Actively learn and develop; personally and professionally.
I think I can, I think I can.
Explore options, with optimism, in order to find a way forward.
The world is bigger than us ...
Invest your life into it.
Meet Our Team
To deliver excellent service, we start with excellent care of our employees. Our employment benefits include:
Organization/Business Overview: IntentGen Financial Partners, an established financial services practice of the Thrivent Advisor Network in Naperville, IL is looking for a part-time Operations Specialist. We’re hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you.
Position summary:The Operations Specialist provides administrative support to the Client Experience Director on firm projects, reporting, compliance-related items, and vendor and technology research. This position also provides administrative support to the Service and Financial Planning teams as needed for items such as billing, onboarding of new clients, and data entry. The Operations Specialist reports to the Client Experience Director and is employed by IntentGen Financial Partners.
As part of our recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
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@example.com or call 800-847-4836 and request Human Resources.
Position summary:The Planning Coordinator provides substantial support to the IntentGen team and its clients throughout all aspects of the financial planning process. This position serves as a resource to Advisors and clients by organizing data, preparing financial plans, analyzing models and projections, and helping execute strategies laid out in client meetings to maximize the value of their partnership with IntentGen. As a part of the IntentGen team, this position will also have the opportunity to participate in seminars, workshops, client events and volunteer events.
Our Advisor Team
If you're a financial advisor looking for a new firm, we'd love to connect with you.