Financial Advisor - Orange County, 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. Benefit from 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’s unique faith-based approach empowers Financial Advisors to guide Christians on their journeys to financial clarity, fostering lives of service and faith in Orange County communities.

Experience flexibility to control your schedule, allowing for true work-life balance. Leverage Thrivent’s reputation and award-winning financial workshops to attract clients. Whether you’re a seasoned professional or transitioning careers, Thrivent provides the tools, training, and community to thrive as a Financial Advisor in Orange County, California.

Role Description

As a Thrivent Financial Advisor in Orange County, you will build a financial practice that empowers clients to achieve clarity, security, and generosity. Provide personal, actionable, and achievable advice while connecting clients to Thrivent’s comprehensive suite of products and programs, including investments, insurance, banking, and philanthropy tools. Develop and maintain genuine, long-term relationships across generations based on trust, understanding, and shared values. Serve clients in your chosen Orange County community, making client appointments through your network, Thrivent’s strong reputation, and innovative marketing strategies.

Detailed Responsibilities

• Build a sustainable financial practice guiding Christians toward financial clarity and lives of service and faith.
• Deliver personalized financial planning, including retirement strategies, wealth management, investment portfolios, life insurance, health insurance, and banking solutions tailored to client needs.
• Conduct award-winning financial workshops and seminars in Orange County to educate and attract prospective clients.
• Prospect and generate leads by leveraging personal networks, community events, church affiliations, and Thrivent’s marketing resources.
• Develop long-term client relationships through regular reviews, proactive advice, and holistic financial guidance.
• Collaborate with Thrivent specialists in business development, technology, and engagement to optimize your practice.
• Manage your schedule flexibly to balance client meetings, professional development, and personal life.
• Stay compliant with all regulatory requirements, including Series 7, Series 66, and state insurance licenses.
• Participate in Thrivent’s generosity programs, embodying our mission of faith-driven financial advice.

Required Skills

Our culture and people are special. We’re looking for self-starters who align with Thrivent’s values. Successful candidates exhibit:

• Self-discipline and independence to drive business growth.
• Motivation from helping others achieve financial goals.
• Strong interpersonal and coaching skills to guide clients effectively.
• Passion for living a life of generosity, serving others beyond sales.

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).
• Prior experience in sales, business management, education, ministry, hospitality, military, or related fields is highly transferable.
• Commitment to Thrivent’s Christian-based mission and community involvement in Orange County.

No prior financial experience required—Thrivent equips you for success through our robust onboarding.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance incentives, and bonuses. First-year earnings potential averages $100,000+, with top performers exceeding $200,000 annually in Orange County’s affluent market. Enjoy immediate income during training and ongoing support to accelerate your success.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, parental leave, and professional development stipends. Access Thrivent’s employee financial wellness programs, technology tools, and marketing support. Thrive in a purpose-driven environment with work-life flexibility and community impact.

Locations: Orange County, California (flexible hybrid model). Apply today to join Thrivent’s mission-driven team and transform lives through financial advice!