Advice Intergration Consultant
Core
Subject matter expert on Purpose-based Advice driving enterprise-wide alignment, integration, and adoption of Thrivent's Financial Planning framework.
Role type
Senior IC strategy & operations consultant (financial advice)
Builds
Advice adoption plans, training content, and learning experiences for field advisors and leaders
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning expertise, operational analysis, stakeholder influence, communications planning, training delivery, FINRA/Insurance licensing
Preferred skills
CFP designation
Technologies
None stated
Responsibilities
Maintain subject matter expertise on market trends and advice frameworks; Engage with field advisory teams to gather feedback; Deliver training and coaching on financial planning strategies; Execute adoption plans to align the organization; Coordinate with instructional design and content teams; Synthesize feedback and communicate recommendations to leadership.
Seniority
Senior, hands-on IC