Thrivent

Financial Planning and Analysis

• Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
• Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
• Have the flexibility to control your schedule, allowing for work-life balance.
• Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
• Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Financial Advisor

• Build a financial practice guiding Christians on their journeys to financial clarity
• Provide personal, actionable and achievable advice
• Connect clients to Thrivent products and programs
• Develop and maintain genuine, long-term relationships based on trust and understanding
• Make client appointments by leveraging your network and Thrivent’s reputation
• Deliver award-winning financial workshops and marketing your practice
• Have the flexibility to control your schedule, allowing for work-life balance
• Get the support of specialists from every facet of the organization

• Serve clients in new markets, creating opportunities for others.
• Leverage the skill sets of experienced financial advisors in the team.
• Support and joint fieldwork opportunities from experienced financial advisors.
• Build genuine, long-term relationships based on shared values and goals.
• Empower clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
• Build a strong personal network through local nonprofits, churches, and businesses for future growth.
• Develop skills and best practices to be a successful financial advisor.

• Build a financial practice guiding Christians on their journeys to financial clarity
• Provide personal, actionable, and achievable advice
• Connect clients to Thrivent products and programs
• Develop and maintain genuine, long-term relationships based on trust and understanding
• Make client appointments by leveraging your network and marketing your practice
• Have flexibility to control your schedule

Operations

• Promote the firm’s mission, culture and core values through day-to-day leadership and management
• Drive initiatives that help the firm enhance profitability and achieve business objectives
• Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
• Work with CEO to determine staffing needs
• Determine training and onboarding plan for new hires
• Develop and maintain job descriptions
• Manage support staff including schedules and attendance, payroll and benefits, and performance monitoring
• Develop criteria to gauge team effectiveness
• Conduct bi-annual performance reviews
• Prepare and facilitate weekly team meetings
• Lead strategy, development, and implementation of projects
• Drive culture within the team by assisting Marketing Specialist with team events and S&D items
• Ensure marketing efforts are aligned with team vision by coordinating between Marketing Specialist and leadership team
• Update policies and procedures in accordance with SEC and FINRA standards
• Develop and maintain all regulatory files
• Maintain contact info and relationships with vendors and maintenance providers
• Monitor and support licensing and continuing education requirements for all members of the team
• Step in as backup for others on the team as needed
• Other responsibilities as assigned by CEO

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Director of Operations