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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 relationships with clients. Holds necessary licenses and certifications to operate within the financial advisory sector, with a strong commitment to serving the community.
Highest-signal resume keywords
Bachelor's DegreeFINRA SIE CertificationLife 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 to Help OthersPassion for Serving Others
Certifications & Qualifications
FINRA SIELife LicenseHealth License
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 genuine, long-term relationships across generations
- Make client appointments through personal networks and Thrivent’s reputation
- Deliver financial workshops
- Market the financial advisory practice
- Control and manage a flexible schedule
- Collaborate with colleagues and specialists across business development, marketing, technology and engagement
- Build and grow the advisory business with support from experienced advisors
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
- Motivation to help others achieve their goals
- Strong interpersonal skills
- Passion for serving others
- Ability to build and maintain long-term client relationships
- Ability to serve clients in the chosen community
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) and retiree medical plans
- Ongoing support, training and 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