Advice Intergration Consultant

Thrivent; United States; Remote; USD 120,000 - 163,000; Full time

Benefits offered by this job

Performance bonuses

Medical, dental, vision insurance

401k

Pension

Paid time off (20 days)

Volunteer time off

Parental leave

Employee well-being benefits

Job summary

Thrivent is seeking an Advice Integration Consultant to lead the adoption and integration of Purpose-based Advice across Distribution and the Enterprise. You’ll work with field leaders, training teams, and the Advice COE to align content and programs with the Thrivent Financial Planning framework.

This is a remote-friendly role within the US, collaborating with leaders to drive adoption and ensure high-quality financial planning education across the organization.

Qualifications

• Bachelor’s degree in Business, Economics, or similar field.
• 5-7+ years of Financial Services experience.
• 2+ years of Operational experience and analysis of industry data.
• Strategic leadership with ability to influence across corporate and field roles.
• In-depth knowledge of financial planning, advisory models, and insurance products.

Responsibilities

• Maintain SME knowledge of market trends and client expectations.
• Upskill teams on the advice framework and processes.
• Gather feedback from field advisory teams and relay to the Advice COE.
• Deliver outcomes by planning for continuous iteration of advice content.
• Coordinate with content teams to bring relevant learning content to touchpoints.

Skills

Strategic leadership

Influence & collaboration

Communication skills

Learning mindset

Education

Bachelor’s degree in Business/ Economics

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 expectations
• Upskilling and maintaining knowledge of the advice framework and process across the Advice and Distribution Solutions team and other stakeholders across the Enterprise
• Engage with the field advisory teams and field leaders to gather feedback and provide back to the Advice COE
• Deliver outcomes by modeling a learning mindset, and planning for continuous iteration of advice content
• Ensure all key internal partners are aligned to advice and embedded in all the work that we do, including identifying areas to drive alignment
• Support 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 message
• Execute an adoption advice plan to ensure all parts of the organization is aligned to advice
• Partner 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 process
• Coordinate with Content team and the Advisor & Leader Capacity & Development COE to bring the most relevant and engaging content for each touchpoint/adoption activity
• Gather and synthesize feedback from key internal partners and communicate actionable recommendations to Advice COE leadership
• Support training delivery of Advice and financial planning strategies related training deliver as a subject matter expert for field leaders
• Regular 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 field
• 5-7+ years of Financial Services experience,
• 2+ years of Operational experience and analysis of industry and/or business data
• Strategic 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 view
• Credible: seen as an expert in what it takes to drive advice adoption into the field organization
• Results Oriented: coaches leaders to success and drives toward goals
• People Oriented: comfortable leading, coaching and partnering with others, whether in large groups, small groups, or one-on-one settings.
• Adaptable: flexible, agile, and amenable
• Demonstratable experience in communications planning and organization
• Deep subject matter expertise in financial planning and the advisory working model
• Appropriate FINRA & Insurance Licensing: (Series 7, 65/66, LH)

Preferred:

CFP and other designations

Pay Transparency

Pay 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.

• 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

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] call800-847-4836and request Human Resources.

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