[Hiring] Advice Integration Consultant @Thrivent

Role Description

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 also act as a 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.
• Execute an adoption advice plan to ensure all parts of the organization are 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 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

• 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.
• 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 sometimes 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.
• Adaptable: flexible, agile, and amenable.
• Demonstrable 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

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. 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.

Benefits

• 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.