Financial Advisor

Company Description

Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping people build secure financial futures and live generously. Serving more than 2 million clients, Thrivent offers financial advice, insurance, investments, banking, and generosity programs designed to align money with each client’s values and goals. The organization views money as a tool rather than an end goal, focusing on guidance that supports life decisions and community impact.

Thrivent fosters a values-driven culture where professionals can grow their careers while contributing to clients’ long-term wellbeing. For more information, visit  or connect with Thrivent on major social media platforms.

This full-time Financial Advisor role is a hybrid position based in Greater Philadelphia, with a mix of office collaboration and work-from-home flexibility. The Financial Advisor will meet with clients to understand their goals, analyze their financial situations, and develop personalized strategies encompassing financial planning, retirement planning, investments, and risk management. Day-to-day responsibilities include conducting client consultations, preparing and presenting recommendations, managing ongoing client relationships, and monitoring portfolios to keep strategies aligned with changing needs and market conditions.

The role also involves educating clients on financial concepts, staying current on products and regulations, and participating in community and networking activities to build a sustainable practice. Collaboration with internal teams and adherence to compliance and ethical standards are essential.

• Candidates should possess strong Financial Planning and Financial Advisory skills, with the ability to provide comprehensive, client-centered guidance.
• Candidates should possess solid Finance and Investments skills, including understanding of asset allocation, risk, and market fundamentals.
• Candidates should possess expertise in Retirement Planning, including strategies for income, tax efficiency, and long-term security.
• Relevant bachelor's degree in finance, business, economics, or a related field preferred; professional designations (e.g., CFP®, ChFC®) are an advantage.
• Strong analytical, communication, and interpersonal skills, with the ability to build trust-based relationships and explain complex concepts in clear terms.
• Proven ability to work in a hybrid environment, manage time effectively, and use digital tools and CRM systems to support client service.
• Licensing appropriate for financial advisory work (such as securities and insurance licenses) or the ability to obtain them within a specified timeframe.
• Commitment to ethical conduct, regulatory compliance, and supporting Thrivent’s values-driven, client-focused mission.