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Thrivent Financial

Experienced Advisor Onboarding Consultant

Thrivent Financial, Minneapolis, Minnesota, United States, 55400

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Develop a comprehensive experienced advisor onboarding strategy aligned with the company's overall business objectives. Develop and implement a repeatable, scalable, integrated onboarding framework for experienced advisors and teams, ensuring a high-touch, compliant, and consistent experience from offer through full integration.Own the onboarding experience from offer through full integration. Collaborate with cross-functional partners—including recruiting, compliance, operations, and Centers of Excellence—and external firms to coordinate onboarding activities such as technology setup, registration, book transfers, training, etc.Partner with a matrixed onboarding team and influence without authority- fostering a culture of accountability, operational excellence, and alignment with Thrivent’s purpose and values.Model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, and results orientation.*Describe below the audience this role will interact with and level of influence they will have on those roles.*7+ years of experience in the financial services industry, with a strong understanding of advisor business models and firm structures (1099, W-2, RIA). Proven experience leading advisor transitions or onboarding functions within a broker-dealer, RIA, or hybrid firm.Strong understanding of the financial services industry, including regulatory requirements and compliance standards. Excellent communication, interpersonal, and negotiation skills. Ability to build strong relationships with candidates, advisors, and internal stakeholders. Strong analytical skills and proficiency in using applicant tracking systems and other recruiting tools.Demonstrated ability to achieve recruiting goals and metrics. Experience leading teams and matrixed relationships.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit

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You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr