Financial Advisor - Costa Mesa, California

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 are willing to help you do so. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Thrivent empowers Financial Advisors to serve communities in Costa Mesa, California, fostering long-term relationships built on trust, faith, and financial clarity.

Whether you're a seasoned financial professional or seeking a career change, Thrivent provides the tools, training, and flexibility to thrive as a Financial Advisor in Costa Mesa. Our mission-driven approach aligns financial success with lives of service and generosity, making your work profoundly rewarding.

Role Description

As a Thrivent Financial Advisor in Costa Mesa, 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 products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.

Enjoy the flexibility to control your schedule, allowing for optimal work-life balance. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops, and marketing your practice effectively.

Detailed Responsibilities

Core Duties

• Conduct comprehensive financial planning sessions tailored to individual client needs, goals, and faith-based values.
• Recommend and implement investment strategies, insurance solutions, banking products, and generosity programs.
• Host educational financial workshops and seminars in Costa Mesa to attract and educate prospective clients.
• Prospect and network within local communities, churches, and businesses to generate leads.
• Maintain compliance with all regulatory requirements, including FINRA and state insurance regulations.

Business Development

• Leverage digital marketing tools, CRM systems, and Thrivent’s resources to grow your client base.
• Analyze client portfolios regularly to adjust strategies and ensure ongoing success.
• Collaborate with Thrivent specialists for advanced support in technology, marketing, and product expertise.
• Track performance metrics and set goals to maximize commissions and incentives.

Required Skills

Our culture and our people are special. We’re looking for self-disciplined, independent individuals driven to succeed, motivated by helping others, natural coaches with strong interpersonal skills, and passionate about living a life of generosity.

• Exceptional communication and relationship-building skills
• Financial planning and analysis expertise
• Sales and business development acumen
• Client relationship management
• Public speaking and workshop facilitation
• Regulatory compliance knowledge (Series 7, 66, insurance licenses)
• Networking and lead generation
• Time management and self-motivation
• Empathy and coaching abilities
• Digital tool proficiency (CRM, financial software)

Education & Experience

Bachelor’s degree or equivalent experience. Successful Thrivent Financial Advisors come from diverse backgrounds, including outside sales, business management, education, ministry, hospitality, military, and more. Skills from these fields transition seamlessly into the Financial Advisor role. No prior financial experience required—Thrivent provides comprehensive training. Must be willing to obtain necessary licenses: Life, Health & Variable Contracts insurance licenses, Series 7, and Series 66 securities registrations.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance-based incentives, and bonuses. First-year earnings potential for top performers often exceeds $100,000, with established advisors achieving six-figure incomes. Additional trails and residuals provide long-term earning stability.

Benefits

• Up to 14 weeks of paid training and onboarding
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Paid time off and flexible scheduling
• Professional development and mentorship programs
• Access to Thrivent’s proprietary tools and marketing support
• Generosity-focused perks, including volunteer time and community impact opportunities
• Life and disability insurance

Ready to make a difference? Apply now to become a Financial Advisor at Thrivent in Costa Mesa, California, and join a team dedicated to financial advice with heart.