Remote Practice Growth Consultant for Advisory Teams

Thrivent Financial

Minneapolis (MN)

Remote

USD 115,000 - 155,000

Full time

5 days ago
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Benefits offered by this job

Bonus programs
Health insurance
401k
Pension
Paid time off
Volunteer time off

Job summary

Thrivent Financial is seeking a Professional Team Growth Consultant to advise financial advisors and advisory teams on practice management and strategic growth. You will partner with field leaders to design organizational structures, governance models, and staffing approaches that improve capacity, profitability, and client outcomes.

The role blends remote work with national travel as needed. You will analyze performance using Salesforce and Power BI, deliver workshops and coaching sessions, and

Qualifications

  • Bachelor's degree in finance, business administration, or a closely related field, or equivalent professional experience.
  • Minimum of 5 years in a coaching/consulting role for financial advisors or advisory teams.
  • Proven ability to coach teams through teaming initiatives, organizational design, and practice development.

Responsibilities

  • Lead practice management consulting engagements and key workshops across the country.
  • Facilitate strategic planning, governance, and ownership-transition discussions.
  • Analyze practice performance data and deliver actionable recommendations for growth.
  • Support succession planning, continuity, and ownership-transition initiatives.
  • Build strong advisor relationships to drive adoption of recommended strategies.

Skills

Executive coaching
Financial services consulting
Team facilitation
Client relationship management
Change management

Education

Bachelor's degree in finance or business administration

Tools

Salesforce
Power BI
Microsoft Office

Job description

Thrivent Financial is seeking a Professional Team Growth Consultant to advise financial advisors and advisory teams on practice management and strategic growth. You will partner with field leaders to design organizational structures, governance models, and staffing approaches that improve capacity, profitability, and client outcomes.

The role blends remote work with national travel as needed. You will analyze performance using Salesforce and Power BI, deliver workshops and coaching sessions, and

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