Dedicated Planning Services Consultant

The future of financial Advice at Thrivent is a multi-year journey, and the number one priority in shaping how the company delivers value to its members through Advisors in the field. As the adoption of Thrivent’s Advice methodology scales across different segments and channels, communication between the field and the Dedicated Planning Services Team will be a focus and strategic priority.

The Dedicated Planning Services Consultant is responsible for providing support to Thrivent’s Financial advisors in enabling Dedicated Planning adoption through direct connection and support with Advisor Groups and other distribution channels. The consultant will provide support to advisors in an individual consulting capacity and/or group training sessions. The consultant requires subject matter expertise on Financial Planning industry standards and best practices, including understanding the regulatory environment, and operationalizing and implementing advice-for-a-fee models into Thrivent’s ecosystem. This role will work closely with the Manager, Financial Planning Services, to execute on the Dedicated Planning strategic roadmap, which includes but not limited to, client facing marketing content creation and updates, advisor training and development resources, field communications, and program systems enhancements.

We would consider remote for this role.

DUTIES & RESPONSIBILITIES:

• Develops and provides training and support for the Dedicated Planning process and related applications including workflow tools, reports, financial planning software, written recommendation templates, etc.
• Works with Financial Advisors to create financial plans and coach them how to present the plans to the client. Conducts pre- and post- financial plan delivery reviews to assure quality and regulatory standards are being meet by the Advisor.
• Partners with internal stakeholders and Field Leaders to identify specific Financial Advisors in need of support as well as proactively reach out to consult on Dedicated Planning related topics.
• Develops and implements programs to increase Dedicated Planning Services production and grow membership in conjunction with other areas of Thrivent.
• Aligns products, services, and platforms with Financial Advisors to enhance productivity and business efficiency.
• Acts as a subject matter expert and partner to Marketing and Advanced Markets Team on financial planning best practices, regulatory guidance and advice-for-fee models for advisor development and marketing resources.
• Partners with Advice and Dedicated Planning leadership to develop and execute roadmap related to program enhancements to align with Purpose Based Advice strategy for Dedicated Planning Services.
• Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.
• Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.
• The Dedicated Planning Services Consultant will report to the Manager of Dedicated Planning Services and partner with others in the Advisor Growth, TIMI, Practice Growth and Advice COE (e.g., GVPs, wholesalers, GPD/GPA, Business Consultants)
• The Dedicated Planning Services Consultant will work closely with functional peers within the Dedicated Planning team (e.g., communication, curriculum `writers, admin personnel) as needed to drive ongoing program growth and adoption goals.
• This role will also involve heavy communication with individual contributors within Thrivent’s Field organization when it comes to collecting feedback and input for iterating on content.
  
  

QUALIFICATIONS & SKILLS:

Required:

• Bachelor’s degree in Business, Economics, or similar field
• 10 years of Financial Services experience, with demonstrated ability to work across different Advisor groups and regional leaders.
• 5 years of operational experience in a matrixed, cross-functional environment that required analysis of industry and/or business data. Excellent verbal communication skills, customer service and sales skills, along with, excellent interpersonal, organizational and problem solving skills.
• Strong leadership skills along with an ability to influence and collaborate through empathy; ability to work across both corporate environment and field to influence and impact results.
• Deep subject matter expertise in financial planning and the advisory working model. The consultant requires subject matter expertise on Financial Planning industry standards and best practices, including understanding the regulatory environment, and operationalizing and implementing advice-for-a-fee model’s into Thrivent’s ecosystem.
• Proven ability to communicate up and down the chain of command across a diverse group of stakeholders.
• Passionate about the value of providing advice to clients, with an in-depth knowledge of insurance products, asset/wealth management, Dedicated planning, mutual funds and securities.
• Entrepreneurial ability to cut through the noise to execute, comfortable with ambiguity.
• Ability to synthesize and balance together multiple (sometime conflicting) stakeholder opinions into a common point of view.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days of hire. Licensure & language needs to be confirmed by Contracting & Licensing.
  
  

Preferred:

• Financial services advanced designations (i.e., FIC, CLU, RICP, ChFC, CAP) Same statement as above.
  
  

Pay Transparency

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 $97,165.00 - $131,458.00 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.