Advice Intergration Consultant

Thrivent; Brainerd (MN); Remote; USD 120,000 - 163,000; Full time

Benefits offered by this job

Bonuses

Medical insurance

401k

Pension

Paid time off

Parental leave

Well-being benefits

Job summary

Thrivent Financial is seeking an Advice Integration Consultant to standardize and promote Purpose-based Advice across the enterprise. You will partner with field leaders and the Advice COE to ensure content is current and adopted, while shaping training and communication strategies to drive consistent messaging.

Ideal candidates have a strong finance background, FINRA licensing, and proven cross-functional influence.

Qualifications

• Bachelor’s degree required; 5–7+ years in financial services.
• Experience influencing across corporate and field teams.
• Licensing: FINRA Series 7/65/66 and insurance credentials.

Responsibilities

• Maintain SME on the advice framework and process across teams.
• Engage with field advisory teams to gather and relay feedback.
• Deliver outcomes by modeling a learning mindset and updating content.
• Execute adoption plans and align organization to the advised process.
• Coordinate with Content and Capacity & Development COE for relevant content.

Skills

Strategic leadership

Influence and collaboration

Financial services experience

Communication planning

Adaptable / Agile

Education

Bachelor’s degree in Business, Economics, or similar field

FINRA licensing (Series 7, 65/66)

CFP or other designations

Job description

The future of financial Advice at Thrivent is a multi-year journey, and the number one priority in shaping how the company delivers value to its members through Advisors in the field.The Advice Integration Consultant is the primary subject matter expert on Purpose-based Advice - and engages across distribution and the enterprise to drive overall alignment, integration and adoption. This role will work directly with key field facing roles as well as those designing and delivering training and support to consult on key connection points to Thrivent’s Financial Planning framework and process.The Advice Integration Consultant will partner enterprise-wide to drive advice adoption and integration by ensuring relevant and impactful content is consistently communicated across the experience. This role will partner with Capacity Growth & Development on advisor and leader development deliverables, specifically ensuring the design and delivery of training is updated with the latest content and connects to the desired experience. This role will partner closely with the Advice and Client Experience Leaders and Content Development team to promote Advice best practices and provide thought partnership in developing and updating Advice content, while assisting in the rollout and launch of updates across the enterprise. This role will also act as sounding board for the Practice Growth Directors and Revenue Growth Directors by collecting feedback and communicating with Advice COE leadership to drive program decisions and ensure we are delivering effective and high-quality financial Advice and supporting the evolution of strategy, training and support.This can be a remote position within the US.DUTIES & RESPONSIBILITIES:Maintaining subject matter expertise through understanding current and evolving market trends, competitive landscape, and client experience expectationsUpskilling and maintaining knowledge of the advice framework and process across the Advice and Distribution Solutions team and other stakeholders across the EnterpriseEngage with the field advisory teams and field leaders to gather feedback and provide back to the Advice COEDeliver outcomes by modeling a learning mindset, and planning for continuous iteration of advice contentEnsure all key internal partners are aligned to advice and embedded in all the work that we do, including identifying areas to drive alignmentSupport upskilling, coaching, and training our field leaders and business execution team on how to coach to the advice process and financial planning strategies in order to better enable partner teams to drive an aligned messageExecute an adoption advice plan to ensure all parts of the organization is aligned to advicePartner with the Instructional Design team to create and support the learning experience for all audiences and ensure delivery of key learning objectives critical to the advice processCoordinate with Content team and the Advisor & Leader Capacity & Development COE to bring the most relevant and engaging content for each touchpoint/adoption activityGather and synthesize feedback from key internal partners and communicate actionable recommendations to Advice COE leadershipSupport training delivery of Advice and financial planning strategies related training deliver as a subject matter expert for field leadersRegular communication with; individual contributors within Thrivent, Distribution organization, External vendors, contractors and/or consultants, Managers and/or Directors within Thrivent, and Thrivent Executive Management.Develop communication strategies and have significant persuasion skills; resolve conflicts, inspire action, and manage divergent audience perspectives.QUALIFICATIONS & SKILLS: Required:Bachelor’s degree in Business, Economics, or similar field5-7+ years of Financial Services experience,2+ years of Operational experience and analysis of industry and/or business dataStrategic leadership skills along with strong influence and collaboration; able to work across both corporate environment and field to influence and impact results.Deeply knowledgeable and strong influencer with experienced FAs and practices.Passionate about providing advice to clients and possesses in-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds and securities.Ability to pull together multiple, and sometime conflicting, stakeholder opinions into a common point of viewCredible: seen as an expert in what it takes to drive advice adoption into the field organizationResults Oriented: coaches leaders to success and drives toward goalsPeople Oriented: comfortable leading, coaching and partnering with others, whether in large groups, small groups, or one-on-one settings.Adaptable: flexible, agile, and amenableDemonstratable experience in communications planning and organizationDeep subject matter expertise in financial planning and the advisory working modelAppropriate FINRA & Insurance Licensing: (Series 7, 65/66, LH)Preferred:CFP and other designationsPay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: 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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.#Remote