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Thrivent Financial logo
Thrivent Financial

Thrivent Financial is a faith-based, nonprofit financial services organization dedicated to helping Christians manage their money wisely and generously. Owned b

Wealth Management Consultant

Location

Minnesota

Posted

82 days ago

Salary

$114.7K - $155.2K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglishGo

Job Description

Wealth Management Consultant

Thrivent Financial

• 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

Job Requirements

  • 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

  • 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

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