Financial Advisor - Panama City, FL

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart in Panama City, Florida.

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 Fortune 500 leader, we empower our Financial Advisors to build, grow, and protect the financial well-being of clients through purpose-based advice, investments, insurance, banking, and generosity programs. In Panama City, FL, you'll join a supportive community-focused team dedicated to serving Christians on their journeys to financial clarity.

Experience the stability and opportunity of a national organization with local impact. We provide up to 14 weeks of paid training and coaching to help you obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete our comprehensive advisor onboarding program. After onboarding, take control of your income through commissions and incentives tied directly to your success. Join Thrivent in Panama City and discover a career where your work aligns with your values, fostering lives of service and faith.

Role Description

As a Thrivent Financial Advisor in Panama City, Florida, you'll build a thriving financial practice by guiding clients toward financial clarity. Leverage your network, Thrivent's award-winning reputation, and our robust support systems to deliver personalized, actionable advice. Enjoy the flexibility to control your schedule for optimal work-life balance while being part of a collaborative culture where colleagues cheer your success.

Detailed Responsibilities

• Build a financial practice guiding Christians in Panama City 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 based on trust, understanding, and community involvement.
• Secure client appointments by leveraging your personal network, Thrivent’s strong brand, and delivering engaging financial workshops in Panama City.
• Market your practice effectively using Thrivent-provided tools, digital strategies, and local events to attract and retain clients.
• Collaborate with specialists in business development, marketing, technology, client engagement, and seasoned advisors to accelerate your business growth.
• Conduct comprehensive financial planning sessions, assessing needs in retirement, education funding, estate planning, and risk management.
• Host educational workshops and seminars on topics like wealth building, debt reduction, and faithful giving to position yourself as a trusted expert in Panama City.
• Monitor client portfolios, adjust strategies based on market changes, and ensure compliance with all regulatory standards.

Required Skills

Thrivent seeks Financial Advisors in Panama City who embody self-discipline, independence, and a passion for service. Our top performers excel in:

• Financial planning and analysis
• Client relationship management
• Sales and business development
• Public speaking and workshop facilitation
• Networking and community engagement
• Investment product knowledge
• Insurance advisory expertise
• Regulatory compliance (Series 7, 66, insurance licenses)
• Digital marketing and lead generation
• Goal-oriented coaching and motivation

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—skills from diverse backgrounds transition seamlessly.

Whether you're a seasoned financial professional or seeking a fulfilling career change, Thrivent equips you for success. We're looking for self-disciplined individuals driven to succeed, motivated by helping others, natural coaches with strong interpersonal skills, and passionate about living generously.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance incentives, and bonuses. Base salary during training, transitioning to high-earning potential based on your results. Top advisors in similar markets achieve six-figure incomes quickly.

Benefits

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

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance.
• 401(k) with company match.
• Paid time off and flexible scheduling.
• Professional development and mentorship programs.
• Marketing and technology support.
• Community involvement opportunities aligned with faith-based values.
• Generosity planning tools for personal and client use.

Join Thrivent in Panama City, FL, and transform lives through financial wisdom rooted in faith. Apply today for this rewarding Financial Advisor role and start your journey with a values-driven leader.