What are the responsibilities and job description for the Wealth Management Consultant position at Thrivent?
Key responsibilities include developing and coaching Revenue Growth Directors on wealth management strategies, leading asset management marketing and activity campaigns, and supporting Thrivent Advisors’ go-to-market efforts. The role also involves designing and delivering content and training across multiple forums, consulting with top advisors on best practices, and spearheading asset gathering strategies to grow assets under advisement.
As a subject matter expert, the position contributes to digital tool adoption, retirement income planning, tax-efficient asset management, and product launches. It also supports institutional asset management opportunities and plays a critical role in shaping Thrivent’s Financial Planning Platform and Advice Process on the wealth management front.
DUTIES & RESPONSIBILITIES:
Provide cross-enterprise leadership for addressing and meeting Thrivent’s Weighted Investment Deposit (Managed Accounts, Brokerage, Thrivent Mutual Funds) annual sales plan by designing strategies and tactics to drive sales collaborating with key partners: Thrivent Asset Management and Thrivent Mutual Funds, Brokerage and Wholesaling, Advice.
Build content and coach/collaborate with Revenue Growth Directors on wealth management-related initiatives and strategies.
Provide leadership and expertise on asset management related marketing campaigns and Thrivent Advisors’ overall Go-to-Market strategy, i.e. rollover campaigns, economic and market opportunities and threats, interest rate plays, asset class opportunities, IRA catch ups, etc.
Design and deliver wealth management-related training and advisor appointment prep sessions through a variety of channels and forums: national and regional calls, in-person regional Impact Days meetings, the annual Business Development Conference, and other advisor-facing opportunities.
Collaboration with Field Leadership, our Centers of Excellence, Thrivent Asset Management (proprietary Investment and MF division) and key Corporate partners.
Consulting with, and supporting Thrivent’s top investment advisors and asset/wealth management practices.
Design and execution key asset gathering strategies, tactics and best practices to drive our Advisors’ assets under advisement/management.
Support Advisor Productivity VP in quarterly business review content and preparation as well as other wealth management initiatives.
Provide subject matter expertise on digital tools and capabilities, retirement income planning and strategies, tax-efficient asset management and asset allocation and location planning.
Assist with product/solution/wealth management launches to Field.
Assist with Institutional asset management and planning opportunities.
Contribute to, and lead with Thrivent’s Financial Planning Platform and Advice Process and Planning Points-of-View
QUALIFICATIONS & SKILLS:
Required:
Four-year college degree strongly preferred.
Minimum 5 years coaching or interacting with financial advisors and teams
Understanding and experience working with managed accounts, mutual funds, exchange-traded funds (ETFs), individual securities, asset allocation strategies, turnkey asset management programs, unified managed account (UMA) and separately-managed account (SMA) platforms
Deep knowledge of the economy, markets and asset classes, advice delivery tools experience familiarity-Morningstar and Money Guide Pro
Outstanding communication skills—oral and written. Ability to turn technical data or commentary or jargon into understandable and actionable
Strong advisor-as-customer orientation.
FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
Ability to travel up to 20%
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $114,731.00 - $155,224.00 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.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: 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. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
#RemoteBenefits:
Health Insurance, 401K Plan, Retirement PlanSalary : $114,731 - $155,224