Advice 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 Advice Center of Excellence (COE) will be critical. We are seeking an experienced Advice Services Consultant to join our Advice and Planning Solutions team, bringing specialized expertise in estate planning and/or tax planning strategies.

As a subject matter expert, you will partner closely with financial advisors to navigate complex planning opportunities, provide advanced case consultation, and help develop strategies aligned with client goals and objectives. This role is ideal for a professional who enjoys applying deep technical knowledge to improve advisor confidence and enhance client outcomes. Candidates with a JD and/or CPA, along with significant estate or tax planning experience, are strongly preferred.

The Advice Services Consultant is responsible for enabling Advice adoption through direct connection and support with our Advisor Groups and other distribution channels. To contribute to these goals the consultant will work primarily with but not limited to, Thrivent’s Financial Advisors to provide counsel on the compatibility of a financial product to a given financial strategy and on available compliant illustrations, financial planning, and analysis tools, and sales and marketing collateral used to support either a given sales strategy or a financial concept.

The consultant will build strong relationships with representatives, and partner with them to creatively solve, using the Thrivent Advice Process, financial problems for the representatives’ clients using proprietary products and services. This role will be assigned to an Advisor Group or Distribution channel and will be the primary person to call for Advice support. This role will partner with our Advisor Groups, Practice Growth, and Advisor Growth COEs (Centers of Excellence) to embed Advice into our practices.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities. Provide deeper understanding and application of advice practices, through consulting with advisors on planning strategies. Providing support for individual cases. Strategies include financial planning, retirement, estate, charitable, and business planning concepts. In addition, educate and influence how products fit within the Advice Framework.

Influence and support overall adoption of the Advice tools and methodology, through consulting on the Advice tools stack and how to integrate it into the planning process. Tools support include Money Guide Pro, What if Tax, Morningstar, Solution Studio, and other Thrivent systems and calculators. Support key Distribution stakeholders in the advancement of planning and strategies in the field. This includes helping build out point of views, serve as Subject Matter Experts in education to the field through various platforms.

Identify gaps in Advice and Planning acumen and address through inbound and outbound consults to advisors. Leverage technology to provide consultation to representatives, field leaders, and Thrivent wholesalers on the advice process which leads to solutions for individual case design, in addition to, providing answers to representative’s questions on complex financial matters including, but not limited to, topics on college planning, estate planning, business planning and retirement planning.

The expected outcome is to help advisors lead with Thrivent's Purpose Based Advice process providing clients a roadmap and clear action plan to achieving financial clarity. Help Financial Advisors to identify both financial strategies and financial concepts to meet his/her existing client’s financial needs, to prospect for new clients, to overcome objections. To ensure advisors are confident in the delivery on topics of estate, business…