Remote Advice Integration Consultant

Thrivent Financial for Lutherans

United States

Remote

USD 90,000 - 150,000

Full time

2 days ago
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Job summary

Thrivent Financial for Lutherans is seeking an Advice Integration Consultant to align distribution and enterprise teams around Purpose-based Advice. You will collaborate with field leaders and the Advice COE to ensure adoption of updated content and processes across Thrivent's planning framework.

This remote US role emphasizes stakeholder engagement, training delivery, and driving high-quality financial guidance for members.

Qualifications

  • Bachelor's degree required in business, economics, or related field.
  • 5-7+ years of financial services experience.
  • 2+ years of operational analysis and data skills.
  • Proven ability to influence across corporate and field teams.
  • Deep subject matter expertise in financial planning and advisory models.

Responsibilities

  • Maintains SME knowledge of market trends, client experience expectations.
  • Upskills teams on the advice framework and processes enterprise-wide.
  • Gathers feedback from field advisory teams and relays to Advice COE.
  • Delivers learning outcomes by iterating advice content.
  • Coordinates with partners to align to advice across the organization.
  • Supports training delivery for field leaders on financial planning strategies.

Skills

Strategic leadership
Cross-functional influence
Communication planning
People oriented
Adaptability
Presentation & training
Stakeholder collaboration

Education

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

Job description

Thrivent Financial for Lutherans is seeking an Advice Integration Consultant to align distribution and enterprise teams around Purpose-based Advice. You will collaborate with field leaders and the Advice COE to ensure adoption of updated content and processes across Thrivent's planning framework.

This remote US role emphasizes stakeholder engagement, training delivery, and driving high-quality financial guidance for members.

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