Financial Advisor - Greater San Francisco Bay Area

Location: San Francisco, California

Why Join Thrivent

Discover meaningful work and a rewarding career as a Financial Advisor at Thrivent in the Greater San Francisco Bay Area. Thrivent is not your typical financial services firm—it's a mission-driven organization that places generosity at the heart of saving, investing, and financial planning. Here, you'll make a profound impact on the lives of individuals and families, helping them achieve financial clarity, build wealth, and protect their futures through purpose-based advice, investments, insurance, banking, and generosity programs.

As a Fortune 500 leader, Thrivent provides the support, stability, and growth opportunities you need to thrive. New advisors receive up to 14 weeks of paid training and coaching, including obtaining state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and completing our comprehensive advisor onboarding program. After onboarding, you'll enjoy uncapped earning potential through commissions and incentives tied directly to your success. Join a collaborative culture in San Francisco where faith, community, and financial empowerment intersect.

Role Description

As a Thrivent Financial Advisor in the vibrant Greater San Francisco Bay Area, you'll build a sustainable financial practice focused on guiding Christians and community members toward financial well-being. This role offers flexibility, autonomy, and the chance to serve clients in your local community—whether in San Francisco, Oakland, San Jose, or surrounding areas. Leverage Thrivent's 100+ years of experience and award-winning reputation to deliver personalized financial strategies that align with clients' values of faith, family, and service.

Enjoy control over your schedule for optimal work-life balance, while benefiting from a network of specialists in business development, marketing, technology, engagement, and seasoned advisors. Whether you're transitioning from sales, education, ministry, or another field, Thrivent equips you to succeed in this high-impact career.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients on their journeys to financial clarity, empowering lives of service and faith.
• Provide personal, actionable, and achievable financial advice, connecting clients to Thrivent's full suite of products including investments, insurance, banking, and generosity programs.
• Develop and maintain genuine, long-term relationships across generations, built on trust, understanding, and community involvement.
• Secure client appointments by leveraging your personal network, Thrivent's strong reputation, and delivering award-winning financial workshops.
• Market your practice effectively using Thrivent-provided tools, digital platforms, and local events tailored to the San Francisco Bay Area.
• Collaborate with Thrivent specialists for business development, technology support, and marketing to accelerate your growth.
• Conduct comprehensive financial planning sessions, including retirement strategies, wealth accumulation, risk management, and legacy planning.
• Host educational workshops and seminars on topics like financial literacy, investing basics, and faith-aligned wealth management.
• Stay compliant with all regulatory requirements while adapting advice to diverse client needs in a dynamic market like San Francisco.

Required Skills

Thrivent seeks Financial Advisors who embody our values and bring transferable skills to the role. Our culture thrives on individuals passionate about serving others in the San Francisco Bay Area communities.

Key Skills (8-10 Essential):

• Financial Planning Expertise
• Client Relationship Management
• Sales and Business Development
• Public Speaking and Workshop Facilitation
• Networking and Lead Generation
• Investment Knowledge (Series 7/66 preferred)
• Insurance Product Advisory
• Interpersonal Communication
• Self-Motivation and Discipline
• Community Engagement

Education & Experience

• Bachelor’s degree or equivalent professional experience required.
• Prior experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued—skills from these areas translate seamlessly.
• Must be willing to obtain state insurance licenses (life, health, variable contracts), Series 7, and Series 66 registrations (Thrivent provides paid training).
• Self-disciplined, independent, and driven to succeed; motivated by helping others achieve their financial goals.
• Natural coach or guide with exceptional interpersonal skills and a passion for living generously through service, not just product sales.
• Active in local communities where clients live, work, and worship—ideal for Bay Area professionals seeking purpose-driven work.

Compensation Overview

Earn a competitive income with uncapped commissions and incentives based on performance. In the high-cost San Francisco market, top performers achieve six-figure earnings quickly. Thrivent offers a strong foundation during training with paid compensation, transitioning to a rewarding commission structure for long-term wealth building.

Benefits

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

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance coverage.
• 401(k) retirement savings with company match.
• Flexible work schedule and remote capabilities.
• Professional development and continuing education reimbursement.
• Generosity programs and community involvement opportunities.
• Marketing and technology support at no cost.
• Access to mentorship from experienced advisors.

Thrivent is an Equal Opportunity Employer committed to diversity and inclusion. Apply today to join our team in San Francisco and start making a difference!