Relationship Center Advisor - Insight Planning Group at Thrivent

Location: Hybrid or Remote
Salary range: $depending upon experience and licenses
Retirement plan: 3 safe harbor contribution
PTO: 10 days initially


At Insight Planning Group part of Thrivent we believe in helping individuals families and businesses make informed financial decisions that align with their values. With a mission to strengthen communities and guide people to live more fulfilling lives we are dedicated to offering a wide range of financial services and solutions. Our firm is guided by four core values that define how we work:
Be Caring: We prioritize our clients wellbeing and demonstrate genuine concern for their financial futures.
Be Real: We commit to transparency authenticity and honest communication in all our interactions.
Be Generous: We give freely of our time knowledge and resources to serve our clients and community.
Be Hungry: We continually strive for growth improvement and excellence in everything we do.
Our firm currently serves 400 families through our managed account business with $200 million in assets under management and we maintain product relationships with an additional 1300 families.

Position Overview:

We are seeking a Relationship Center Advisor to join our Insight Planning Group at Thrivent. As a Relationship Center Advisor you will play a vital role in developing and strengthening relationships with clients who have managed accounts. This position focuses on providing exceptional service to clients ensuring their financial goals are met and fostering longterm relationships that align with our core values.

Key Responsibilities:

• Client Engagement: Meet with existing managed account clients to assess their financial needs goals and objectives. Engage in regular proactive outreach to ensure clients needs are being met and expectations exceeded demonstrating how we Be Caring in all client interactions.
• Relationship Development: Build and deepen relationships with clients providing personalized financial advice and guidance in a way that aligns with their values goals and financial circumstances. Embody our Be Real value by maintaining authentic and transparent communication.
• Financial Solutions: Work collaboratively with clients to develop customized financial strategies offering solutions that help them manage their investments savings and retirement goals. Stay updated on financial products and services to offer the most relevant options showing how we Be Hungry for continuous improvement.
• Account Management: Maintain and grow our managed account business by identifying new opportunities for account expansion. Ensure that clients managed accounts are optimized and align with their evolving financial needs.
• Collaboration: Partner with other members of the Insight Planning Group financial planners and investment professionals to deliver holistic financial plans and comprehensive solutions to clients demonstrating our Be Generous value through teamwork.
• Compliance and Documentation: Maintain accurate client records and ensure compliance with all regulations policies and procedures related to financial advising and managed accounts.
• Client Retention: Deliver exceptional service to retain clients and increase client satisfaction aiming to grow assets under management through referrals and relationship expansion using the EOS framework to track and achieve these goals.

Qualifications:

• Education: Bachelors degree in Finance Business or related field or equivalent experience.
• Experience: Minimum of 2 years in a clientfacing role ideally in financial services investment management or a similar field.
• Skills: Strong interpersonal and communication skills with the ability to build trust and rapport with clients. Ability to present complex financial information in an understandable and approachable manner.
• Licensing: FINRA Series 7 and Series 66 licenses (or ability to obtain within a reasonable timeframe) are preferred. Statespecific licenses may also be required.
• Knowledge: Solid understanding of managed accounts investments and financial planning concepts.
• Mindset: A clientcentric approach with a strong desire to foster relationships grow business and make a positive impact in the lives of clients.
• Alignment with our core values: Be Caring Be Real Be Generous and Be Hungry.

Why Insight

• Meaningful Work: Help people make a positive impact on their financial future while aligning with their values.
• Professional Development: Ongoing training and career development opportunities to help you succeed.
• Collaborative Environment: Work in a supportive and teamoriented culture with a focus on growth and development.
• Competitive Compensation: Base salary plus incentives tied to client retention and relationship expansion.
• Benefits Package: Comprehensive benefits including health dental vision 401(k) and more.
• Flexible Work Arrangement: Enjoy the flexibility of a hybrid or fully remote position.

How to Apply:

If you are passionate about building lasting client relationships and helping others achieve financial security we want to hear from you! Apply today by submitting your resume and cover letter.

Insight is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

As part of Insight Planning Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.