Estate & Tax Planning Advice Services Consultant

Thrivent

Minneapolis (MN)

On-site

USD 104,000 - 141,000

Full time

14 days+

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Benefits offered by this job

Bonuses

Medical insurance

Dental insurance

Vision insurance

401k

Pension

Life insurance

Disability insurance

Paid Time Off

Volunteer Time Off

Parental leave

EAP

Well-being benefits

Job summary

Thrivent is seeking an experienced Advice Services Consultant to join the Advice and Planning Solutions team. You’ll partner with Financial Advisors on estate and tax planning strategies, providing advanced case consultation and strategic insights to enhance client outcomes.

JD/CPA or related credentials are preferred; role may be remote within the United States and will report to the Advice Services Leader.

Qualifications

Bachelor’s degree in business, Economics, or similar field
10+ years of Financial Services experience across advisor groups
5+ years in a matrixed, cross-functional environment
Excellent communication, interpersonal, and problem-solving skills
Strong financial concepts knowledge and analytics
Experience with Thrivent Advice process and tools
FINRA Series 7, 63/65 or 66 within 90 days
JD/CPA/CFP/master’s degree (preferred)

Responsibilities

Provide deep understanding of advice practices and counsel advisors on planning strategies
Influence adoption of the Advice tools and methodology across the field
Support distribution stakeholders and develop viewpoints and education content
Identify gaps in Advice and Planning acumen and address via consults
Use Thrivent tools to design solutions for client planning needs
Collaborate with advisor groups and COEs to embed Advice into practice