Advice Integration Consultant

Thrivent

. Serve as the primary subject matter expert on Purpose-based Advice .

Posted 11/5/2026full-timeRemote • Minnesota • United StatesSeniorLead💰 $120,467 - $162,984 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep subject matter expertise in financial planning and advice, with a strong ability to influence and coach financial advisors and leaders. Skilled in developing and executing training strategies that align with organizational goals and enhance advisor performance.

Highest-signal resume keywords

Financial Services ExperienceOperational AnalysisAdvice Adoption StrategyCommunication PlanningFINRA Licensing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAdvice IntegrationData AnalysisTraining DesignStakeholder SynthesisInsurance Products KnowledgeAsset ManagementFee-Based PlanningMutual FundsSecurities

Soft Skills

Strategic LeadershipInfluenceCollaborationCoachingFlexibility

Certifications & Qualifications

Series 7Series 65Series 66Life Insurance LicenseCFP

Industry Keywords

Purpose-Based AdviceClient ExperiencePractice GrowthRevenue GrowthAdvice Best Practices

About the role

Key responsibilities & impact

Serve as the primary subject matter expert on Purpose-based Advice
Drive alignment, integration, and adoption of advice across distribution and the enterprise
Consult with field-facing roles and training/support teams on connections to Thrivent’s Financial Planning framework and process
Partner with Capacity Growth & Development on advisor and leader development deliverables
Ensure training design and delivery reflects the latest advice content and desired experience
Partner with Advice and Client Experience Leaders and the Content Development team to promote advice best practices and develop and update advice content
Assist with enterprise rollouts and launches of advice updates
Act as a sounding board for Practice Growth Directors and Revenue Growth Directors
Gather feedback and communicate with Advice COE leadership to influence program decisions
Maintain subject matter expertise on market trends, competitive landscape, and client experience expectations
Upskill and maintain knowledge of the advice framework and process across stakeholders
Engage field advisory teams and leaders to gather feedback and report it to the Advice COE
Plan for continuous iteration of advice content
Align internal partners and identify opportunities to improve alignment
Support upskilling, coaching, and training for field leaders and business execution teams
Execute an advice adoption plan across the organization
Partner with Instructional Design to create and support learning experiences
Coordinate with Content and Advisor & Leader Capacity & Development teams on relevant content for touchpoints and adoption activities
Synthesize stakeholder feedback into actionable recommendations
Support delivery of advice and financial planning strategy training as a subject matter expert
Communicate regularly with Thrivent employees, distribution teams, external vendors, contractors, consultants, managers, directors, and executive management
Develop communication strategies, persuade stakeholders, resolve conflicts, inspire action, and manage divergent perspectives

Requirements

What you’ll need

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 with strong influence and collaboration abilities
Ability to work across corporate and field environments to influence and impact results
Deep knowledge and ability to influence experienced financial advisors and practices
In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds, and securities
Ability to synthesize multiple and sometimes conflicting stakeholder opinions into a common point of view
Experience driving advice adoption into a field organization
Ability to coach leaders to success and drive toward goals
Comfort leading, coaching, and partnering in large groups, small groups, and one-on-one settings
Flexibility and adaptability
Demonstrable experience in communications planning and organization
Deep subject matter expertise in financial planning and the advisory working model
Appropriate FINRA and Insurance Licensing: Series 7, 65/66, LH
CFP and other designations preferred

Benefits

Comp & perks

Various bonuses, including annual or long-term incentives
Medical, dental, and vision insurance
Health savings account
Flexible spending account
401(k)
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
Employee Assistance Program (EAP)
Well-being benefits