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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing actionable financial advice while building long-term client relationships within the community. Holds necessary licenses and certifications to guide clients toward financial clarity and service.
Highest-signal resume keywords
Bachelor's DegreeFINRA SIELife And Health LicensesStrong Interpersonal SkillsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Self-DisciplinedIndependentDriven To SucceedMotivated By Helping Others
Certifications & Qualifications
FINRA SIELife And Health Licenses
Industry Keywords
Financial AdvisoryClient AppointmentsFinancial WorkshopsBusiness DevelopmentMarketing
About the role
Key responsibilities & impact- Build a financial practice guiding Christians toward financial clarity and lives of service and faith
- Provide personal, actionable, and achievable financial advice
- Connect clients to Thrivent products and programs
- Develop and maintain long-term client relationships across generations
- Serve clients in a chosen community
- Make client appointments through personal networks and Thrivent’s reputation
- Deliver financial workshops
- Market the financial advisory practice
- Control and manage a flexible schedule
- Build the business with support from business development, marketing, technology, engagement, and experienced advisor specialists
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- Attainment of FINRA SIE before contracting
- Life and health licenses before contracting for the licensed role
- Satisfactory background check
- Fingerprinting
- Securities registration and/or insurance licensing verification, if applicable
- Self-disciplined, independent, and driven to succeed
- Motivated by helping others achieve their goals
- Strong interpersonal skills
- Interest in serving the communities where clients live, work, and worship
Benefits
Comp & perks- Up to 14 weeks of paid training and coaching
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures
- Recurring revenue streams
- Dedicated planning fees for those who qualify
- Medical, dental, vision, disability, and accidental death and dismemberment insurance
- Pension
- 401(k)
- Retiree medical plans
- Ongoing support and training
- Professional growth opportunities
- Well-being programs supporting physical, emotional, and financial health
- Gift matching program for eligible nonprofit contributions
- Volunteer programs
- Membership programs supporting client connection and community engagement
- Flexible schedule and work-life balance
