Wealth Management Consultant

Thrivent

Wealth Management Consultant at Thrivent, driving investment deposits and net flows. Responsible for sales strategies and coaching directors on wealth management initiatives.

Posted 4/29/2026full-timeRemote • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $114,731 - $155,224 per yearWebsite

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Provide cross-enterprise leadership for addressing and meeting Thrivent’s Weighted Investment Deposit (Managed Accounts, Brokerage, Thrivent Mutual Funds) annual sales plan by designing strategies and tactics to drive sales collaborating with key partners: Thrivent Asset Management and Thrivent Mutual Funds, Brokerage and Wholesaling, Advice
Build content and coach/collaborate with Revenue Growth Directors on wealth management-related initiatives and strategies
Provide leadership and expertise on asset management related marketing campaigns and Thrivent Advisors’ overall Go-to-Market strategy, i.e. rollover campaigns, economic and market opportunities and threats, interest rate plays, asset class opportunities, IRA catch ups, etc
Design and deliver wealth management-related training and advisor appointment prep sessions through a variety of channels and forums: national and regional calls, in-person regional Impact Days meetings, the annual Business Development Conference, and other advisor-facing opportunities
Collaboration with Field Leadership, our Centers of Excellence, Thrivent Asset Management (proprietary Investment and MF division) and key Corporate partners
Consulting with, and supporting Thrivent’s top investment advisors and asset/wealth management practices
Design and execution key asset gathering strategies, tactics and best practices to drive our Advisors’ assets under advisement/management
Support Advisor Productivity VP in quarterly business review content and preparation as well as other wealth management initiatives
Provide subject matter expertise on digital tools and capabilities, retirement income planning and strategies, tax-efficient asset management and asset allocation and location planning
Assist with product/solution/wealth management launches to Field
Assist with Institutional asset management and planning opportunities
Contribute to, and lead with Thrivent’s Financial Planning Platform and Advice Process and Planning Points-of-View

Requirements

What you’ll need

Four-year college degree strongly preferred
Minimum 5 years coaching or interacting with financial advisors and teams
Understanding and experience working with managed accounts, mutual funds, exchange-traded funds (ETFs), individual securities, asset allocation strategies, turnkey asset management programs, unified managed account (UMA) and separately-managed account (SMA) platforms
Deep knowledge of the economy, markets and asset classes, advice delivery tools experience familiarity --Morningstar and Money Guide Pro
Outstanding communication skills—oral and written
Ability to turn technical data or commentary or jargon into understandable and actionable
Strong advisor-as-customer orientation
FINRA Series 7, 63/65 or 66 required or obtained within 90 days
Ability to travel up to 20%

Benefits

Comp & perks

various bonuses (including, for example, annual or long-term incentives)
medical, dental, and vision insurance
health savings account
flexible spending account
401k
pension
life and accidental death and dismemberment insurance
disability insurance
supplemental protection insurance
20 days of Paid Time Off each year
Sick and Safe Time
10 paid company holidays
Volunteer Time Off
paid parental leave
EAP
well-being benefits
other employee benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

managed accountsmutual fundsexchange-traded fundsasset allocation strategiesturnkey asset management programsunified managed accountseparately-managed accountretirement income planningtax-efficient asset managementasset allocation and location planning

Soft Skills

coachingcommunicationadvisor-as-customer orientationcollaborationleadershipstrategic thinkingcontent creationtraining deliveryconsultingproblem-solving

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66