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About the role
Key responsibilities & impact- Coaches Thrivent’s most sophisticated practices
- Focus on National Practice advisor for transformational growth
- Accountable for team development, leadership, client experience, and balanced revenue growth
- Provide one-on-one coaching and team execution on advanced teaming business models
- Develop, foster, and implement a culture of learning and development
- Direct matrixed team of resources
- Drive capacity and productivity growth by launching new advisors into teams
- Facilitate small and large group discussions, training sessions, and workshops
- Model Thrivent’s leadership competencies
- Shape a culture representing the Thrivent purpose, promise, and values
Requirements
What you’ll need- College Degree in business, management, or related business field or equivalent
- 15+ years leading in financial services or related industry at a senior operating level
- Deep foundational practice management background, advanced teaming structure and coaching experience
- Results oriented; coaches others to success and drives towards goals
- Credible expert in building and growing successful team practices
- Experience in leading, coaching and partnering with others
- Strategic enterprise-level leadership skills
- Experience with effectively leading through change
- Knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds and securities
- Advanced designation, such as the CFP, CLF, ChFC or CLU
- Ability to travel as needed
- FINRA Series 7, 63 & 65 or 66 required or obtained within 90 days of hire
- State insurance licensed and appointed for life, health, accident and variable products in all states in which FAs transact business or attained within 90 days of hire.
Benefits
Comp & perks- Pay Transparency
- 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.
- Commitment to providing reasonable accommodation to individuals with disabilities.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
practice managementcoachingteam developmentfinancial servicesasset managementwealth managementfee-based planningmutual fundssecuritiesinsurance products
Soft Skills
leadershipclient experienceresults orientedstrategic leadershipteam buildingeffective communicationfacilitationchange managementcoaching othersorganizational development
Certifications
CFPCLFChFCCLUFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66state insurance licenselife insurance license
