Field Practice Support Specialist, Licensed

Thrivent

Field Practice Solutions Specialist managing financial products applications for Financial Advisors. Ensuring accurate processing, resolving issues, and enhancing client experience with diverse financial products.

Posted 6/26/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $30 per hourWebsite

About the role

Key responsibilities & impact

Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO)
Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gathering additional information as needed
Collaborate with external companies to ensure forms are in good order (IGO)
Efficiently navigate over 40 systems to accurately process applications and service forms, minimizing the need for additional outreach to representatives and clients
Facilitate money movement for internal and external products on behalf of the FA/Client, ensuring accuracy and compliance
Proactively contact clients to gather information, provide reminders to the client to complete various applications/forms, assist in conversations with external companies and clients to verify form accuracy, gather additional details, and complete required paperwork
Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions
Review external company statements to input accurate data for financial planning

Requirements

What you’ll need

2+ years of diverse experience in the financial industry with in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems
Excellent interpersonal skills, with strong written and verbal communication and high attention to detail
Able to clearly communicate with diverse audiences across the enterprise
Demonstrates adaptability in a dynamic, fast-changing environment
Maintains integrity of sensitive and confidential information
Ability to establish rapport and build relationships with external and internal customers and coworkers
Ability to anticipate customer needs with insights from industry best practices
Strong proficiency in navigating multiple systems
FINRA SIE, Series 6 required or obtained within 12 months of hire/transfer.

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningmutual fundsbrokerageannuitieslife insurancehealth insurancedata inputerror correctionprocess analysistransaction handling

Soft Skills

interpersonal skillswritten communicationverbal communicationattention to detailadaptabilityintegrityrelationship buildingcustomer needs anticipationinsight applicationcollaboration

Certifications

FINRA SIESeries 6