Financial Advisor – Financial Representative at Thrivent Financial for Lutherans in Medina, OH

A career as a Financial Advisor offers the opportunity to make a meaningful impact on people’s lives while building a successful and rewarding professional future. Financial advisors play a vital role in helping individuals and families make informed financial decisions, protect their assets, and prepare for long-term financial security. This position is ideal for motivated professionals who enjoy building relationships, providing personalized guidance, and helping clients achieve their financial goals through comprehensive financial planning solutions.

Financial Advisor – Financial Representative Job Summary

The Thrivent Financial for Lutherans Financial Representative career is a rewarding sales career that gives back as much as you put into it. You will help people reach their financial goals while having unique opportunities to make a difference in the lives of others.

Financial Advisor – Financial Representative Job Roles / Responsibilities / Accountabilities

As a Thrivent Financial representative, you will build and manage your business as a statutory employee/independent contractor. You will:

• Provide innovative product portfolios and services, including life and health insurance, annuities, investment products, and specialized financial analysis.
• Develop strong relationships with our members, Lutherans and their families, as well as Lutheran congregations and institutions.
• Work with members to help protect them financially in the event of death, long-term care needs, or loss of income due to a disability.
• Assist members in achieving their financial and retirement goals by offering professional guidance, financial solutions, and personalized services.
• Develop financial strategies to help members’ estates pass according to their wishes, ensuring their legacy lives beyond their lifetime.
• Maintain an active presence within the Lutheran community.

Securities offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1624. Member FINRA and SIPC.

Financial Advisor – Financial Representative Job Qualifications

Candidates must:

• Obtain state insurance licenses with required lines of authority (life, health, and variable contracts) before the solicitation or sale of insurance products.
• Obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
• Become a Thrivent Financial insurance or annuity product owner within 90 days of contracting with Thrivent Financial as a Financial Representative.
• Successfully pass a satisfactory credit and background check, including reviews of credit history, criminal history, employment verification, education verification, and securities registration and/or insurance licensing verification, when applicable.
• Comply with all regulatory requirements and ensure that any outside business activities do not create conflicts of interest.

Core Competencies

Successful candidates will demonstrate:

• Strong networking and relationship-building skills.
• A sales-focused mindset, although previous sales or financial services experience is not required.
• Excellent interpersonal and communication abilities.
• A strong work ethic and commitment to achieving success.
• The ability to work effectively with Lutheran members and congregations (being Lutheran is not required).
• A Bachelor’s degree or equivalent work experience is preferred.

The Financial Advisor – Financial Representative position provides an exceptional opportunity to combine professional growth with meaningful service to others. By helping individuals and families navigate important financial decisions, representatives can build lasting relationships while creating a positive impact within their communities. For individuals who possess strong communication skills, a passion for helping others, and a commitment to personal and professional excellence, this career path offers the potential for long-term success, financial rewards, and personal fulfillment.

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