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Thrivent

Financial services for individuals and communities

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeMinneapolis, MN, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • FINRA Series 7 and Series 63/65 or Series 66 are required, or must be obtained within 90 days.
  • State insurance licensing and appointment in life, health, and variable lines of authority are required, or must be obtained within 90 days.
  • Eligibility to be securities registered and insurance licensed in all 50 states is required.
  • A satisfactory criminal and financial background check is required.
  • The candidate must be self-disciplined, independent, and driven to succeed.
  • The candidate must be motivated by helping others achieve their goals, not just selling products.
  • The candidate must have strong interpersonal skills and be able to act as a coach or guide.
  • The candidate must be positive, energetic, and results oriented.
  • The candidate must be collaborative and willing to contribute to the team.

Responsibilities

  • Build relationships with clients and use sales experience to engage them confidently and clearly.
  • Guide clients aligned with Thrivent’s mission and values in creating and maintaining financial plans.
  • Meet virtually with clients to provide personal, actionable advice and connect them with Thrivent products and programs.
  • Re-engage existing clients by proactively contacting them to schedule and hold appointments by phone, shared screen, and video.
  • Serve the advisor’s own natural market, including friends and family.
  • Use the Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar to support client work.

About the Company

Thrivent

Financial services for individuals and communities

Thrivent combines financial advice, insurance, investments and banking with generosity programs to help individuals and communities thrive. It treats money as a tool rather than a goal, guiding over 2 million clients to plan and protect their finances while also supporting charitable giving. The company’s model centers on helping people build financial futures and live more generous lives through a broad suite of financial services and community-focused initiatives. Differentiators include its emphasis on generosity and community impact, long-standing 100-year legacy, and integrated approach across planning, protection, growth and philanthropy. The goal is to empower people to manage their finances responsibly and contribute to the well-being of their communities.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Minneapolis, MN
Founded
1902

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