Financial Advisor - Charleston, SC

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart in Charleston, South Carolina.

Why Join Thrivent

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. As a Financial Advisor in Charleston, SC, you’ll make a profound impact in the lives of the people you serve, helping them build, grow, and protect their financial well-being through purpose-based advice, investments, insurance, banking, and generosity programs. Join a Fortune 500 leader that offers unmatched stability, support, and opportunity.

At Thrivent, we empower our Financial Advisors with 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 full control over your income through commissions and incentives based on your success. Experience a collaborative culture where colleagues cheer for your wins and provide hands-on support from business development, marketing, technology, engagement, and seasoned advisors.

Live and work in beautiful Charleston, SC, serving a vibrant community rooted in faith, family, and Southern hospitality. Thrivent’s mission aligns perfectly with the values of Charleston residents, making it an ideal location for building lasting client relationships.

Role Description

As a Thrivent Financial Advisor in Charleston, SC, you will build a thriving 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 suite of products and programs. Develop genuine, long-term relationships across generations based on trust and deep understanding, serving clients right in your chosen Charleston community.

Leverage your network and Thrivent’s stellar reputation to secure client appointments, deliver award-winning financial workshops, and market your practice effectively. Enjoy the flexibility to control your schedule for optimal work-life balance, all while being part of a supportive team that wants you to succeed.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients toward financial clarity and purposeful living.
• Provide personalized financial planning, investment strategies, insurance solutions, banking services, and generosity planning.
• Cultivate long-term client relationships through trust, empathy, and ongoing support across generations.
• Generate leads and appointments using personal networks, Thrivent’s marketing tools, and community events in Charleston, SC.
• Deliver engaging financial workshops and seminars to educate and attract prospective clients.
• Collaborate with Thrivent specialists in marketing, technology, and business development to scale your practice.
• Maintain compliance with all regulatory requirements, including Series 7, 66, and state insurance licenses.
• Adapt financial advice to individual client needs, incorporating faith-based values and community involvement.
• Monitor client portfolios and adjust strategies to ensure long-term financial health and growth.

Required Skills

Thrivent seeks Financial Advisors in Charleston, SC who embody our culture of service and excellence. Key skills include:

• Exceptional interpersonal and relationship-building abilities.
• Strong communication and presentation skills for workshops and client meetings.
• Sales acumen and lead generation expertise.
• Financial planning and analysis proficiency.
• Self-discipline and independent drive to succeed.
• Coaching and mentoring capabilities.
• Passion for generosity and community service.
• Adaptability in a dynamic financial services environment.
• Tech-savviness with CRM tools and financial software.
• Problem-solving and strategic thinking.

Education & Experience

Requirements:

• Bachelor’s degree or equivalent professional experience.
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.
• Ability to obtain required licenses: Life, Health & Variable Contracts insurance licenses, Series 7, and Series 66 securities registrations (Thrivent provides paid training).
• Demonstrated commitment to community involvement and living a life of faith and generosity.

Whether you’re a seasoned financial professional or transitioning careers, Thrivent equips you for success as a Financial Advisor in Charleston, SC.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance incentives, and bonuses. First-year earnings potential for top performers often exceeds $100,000, with established advisors achieving six-figure incomes and beyond. Enjoy the entrepreneurial freedom to scale your practice and rewards.

Benefits

Thrivent offers comprehensive benefits to support your professional and personal life:

• Up to 14 weeks of paid training and onboarding.
• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off and flexible scheduling.
• Professional development and continuing education.
• Marketing and technology support.
• Access to Thrivent’s national network of resources.
• Community giving programs and volunteer opportunities.

Join Thrivent as a Financial Advisor in Charleston, SC today and turn your passion for helping others into a fulfilling career. Apply now to make a difference!