Financial Advisor - Carmel and Surrounding Area

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Why Join Thrivent

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

Join a collaborative culture where colleagues want you to succeed and provide support from specialists in business development, marketing, technology, engagement, and experienced advisors. Thrivent empowers Financial Advisors to build thriving practices in communities like Carmel, Indiana, and surrounding areas, fostering work-life balance with flexible scheduling. Our mission-driven approach aligns financial planning with faith and generosity, setting us apart in the financial services industry.

Whether you're a seasoned professional or transitioning careers, Thrivent offers the tools, resources, and community to help you excel as a Financial Advisor in Carmel, IN. Leverage our award-winning financial workshops, marketing support, and strong reputation to grow your client base organically.

Role Description

As a Thrivent Financial Advisor in Carmel and surrounding areas, you will build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable, and achievable advice while connecting clients to Thrivent’s comprehensive products and programs, including investments, insurance, banking, and generosity initiatives.

Develop and maintain genuine, long-term relationships across generations based on trust and understanding. Serve clients in your chosen community with the flexibility to control your schedule, ensuring optimal work-life balance. Benefit from a supportive network of colleagues and specialists dedicated to your success.

Detailed Responsibilities

Client Acquisition and Relationship Building

• Make client appointments by leveraging your personal network and Thrivent’s esteemed reputation in Carmel, IN.
• Deliver award-winning financial workshops to attract and educate potential clients on financial planning, retirement strategies, and faith-based investing.
• Market your practice effectively using Thrivent-provided tools and resources.

Financial Planning and Advice

• Provide personalized financial advice tailored to clients' life stages, goals, and values.
• Guide clients through investment options, insurance needs, banking solutions, and generosity planning.
• Empower clients to achieve financial clarity and pursue lives of service and faith.

Business Development and Practice Management

• Develop long-term client relationships spanning generations.
• Collaborate with Thrivent specialists for business development, technology, and marketing support.
• Maintain compliance with all regulatory requirements, including Series 7, 66, and state insurance licenses.

Required Skills

Thrivent seeks Financial Advisors with a blend of interpersonal prowess and business acumen. Key skills include:

• Exceptional relationship-building and networking abilities.
• Strong communication and presentation skills for workshops and client meetings.
• Sales and business development expertise.
• Financial planning and analysis proficiency.
• Self-motivation and discipline to manage an independent practice.
• Coaching and mentoring capabilities to guide clients.
• Adaptability to community-focused service in Carmel, IN.
• Tech-savviness for utilizing CRM and financial planning software.
• Passion for generosity and faith-aligned advising.
• Problem-solving in complex financial scenarios.

Education & Experience

Requirements:

• Bachelor’s degree or equivalent professional experience.
• Obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations (Thrivent provides paid training).
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.

Successful Thrivent Financial Advisors come from diverse backgrounds. If you’re self-disciplined, independent, driven to succeed, motivated by helping others, a natural coach with strong interpersonal skills, and passionate about living generously, you’ll thrive here.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure based on your production and client success. First-year advisors in similar markets often exceed $100,000 in total compensation, with top performers achieving six-figure earnings quickly. Enjoy immediate access to leads, marketing support, and ongoing coaching to accelerate your ramp-up.

Benefits

Thrivent offers comprehensive benefits including:

• Up to 14 weeks of paid training and onboarding.
• Health, dental, and vision insurance.
• 401(k) retirement savings with company match.
• Paid time off and flexible scheduling.
• Professional development and licensing support.
• Access to Thrivent products at preferential rates.
• Community involvement opportunities aligned with our generosity mission.
• Life and disability insurance.

Desired Characteristics: Be part of communities where clients live, work, and worship. Join Thrivent today and transform lives in Carmel, Indiana!

Apply now for this Financial Advisor Carmel IN opportunity and start your rewarding career with Thrivent.