Wealth Management Consultant

1 week ago

Fort Worth, Texas, United States Thrivent Full time
Job Overview

Impactful Career. Fulfilling Opportunities.

As a financial consultant, you will play a vital role in delivering comprehensive, purpose-driven financial guidance to clients, assisting them in realizing their aspirations. Experience the rewarding feeling of positively influencing the lives of those you support while enjoying the flexibility of your earnings, which are determined by commissions and performance incentives.

At Thrivent, you will benefit from the backing, stability, and prospects of a Fortune 500 organization. We provide extensive training and mentorship, including up to 24 weeks of paid preparation as you acquire your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's thorough advisor onboarding program.

Key Responsibilities

As a financial consultant at Thrivent, your role will involve:

  • Establishing a financial practice that guides individuals on their paths to financial clarity, enabling lives of service and faith.
  • Offering personalized, actionable, and attainable advice while connecting clients to Thrivent's insurance, investment, banking, and generosity initiatives.
  • Building and nurturing authentic, long-term relationships grounded in trust and understanding, with the capability to serve clients within your selected community.
  • Securing client meetings by leveraging your network and Thrivent's esteemed reputation, conducting award-winning financial workshops, and promoting your practice.
  • Enjoying the flexibility to manage your schedule, fostering a healthy work-life balance.
  • Receiving support from specialists across various sectors of the organization—such as business development, marketing, technology, engagement, and seasoned advisors—as you cultivate your business.

Desired Attributes

Our culture and our people are exceptional. We seek individuals who are, or aspire to be, integral members of the communities where clients reside, work, and worship. Whether you are an experienced financial professional or contemplating a career transition, you could thrive as a Thrivent financial consultant if you possess:

  • Self-discipline, independence, and a strong drive for success.
  • A passion for assisting others and witnessing their achievements.
  • Natural coaching abilities or guidance skills complemented by strong interpersonal capabilities.
  • A commitment to living a generous life by serving others, rather than merely selling products.

Successful Thrivent financial consultants have diverse backgrounds, including outside sales, business management, education, ministry, hospitality, military, and more. Skills acquired in these fields transition seamlessly into the financial consultant role.

Qualifications

  • A bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
  • Completion of FINRA SIE, life, and health licenses (licensed role only) prior to contracting.
  • Successful background check, fingerprinting, and verification of securities registration and/or insurance licensing, if applicable.

Compensation and Benefits
As part of a Fortune 500 organization, you will enjoy a comprehensive benefits package, including:

  • Unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures.
  • Medical, dental, vision, disability, and accidental death and dismemberment insurance.
  • Pension, 401(k), and retiree medical plans.
  • Continuous support, training, and opportunities for professional development.
  • Well-being programs designed to assist you in managing your physical, emotional, and financial health.
  • A gift matching program to enhance your contributions to eligible nonprofit organizations and volunteer initiatives that align with your efforts to make a difference.
  • Membership programs that facilitate connections with clients and engage individuals in making a tangible impact within their communities.

About Thrivent
Thrivent is a diversified financial services organization that, through its subsidiaries and affiliates, serves over 2.3 million clients, providing advice, insurance, investments, banking, and generosity products and programs. For more than a century, Thrivent has been dedicated to helping individuals build their financial futures and lead more generous lives. Today, Thrivent operates as a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement. Thrivent holds ratings from independent agencies that reflect the strength and stability of the organization, including an A++ rating from AM Best, an Aa2 rating from Moody's Investors Service, and an AA+ rating from S&P Global Ratings. These ratings are based on Thrivent's financial strength and claims-paying ability.

Thrivent is committed to diversity and inclusion, ensuring Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

For more information regarding the privacy of your information, please refer to our workforce privacy policy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services.

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