Financial Advisor - Port St. Lucie/ Vero Beach, Florida

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 provide support from specialists in business development, marketing, technology, engagement, and experienced advisors. Thrivent empowers Financial Advisors to build thriving practices in communities like Port St. Lucie and Vero Beach, Florida, guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

Experience the flexibility to control your schedule for optimal work-life balance while leveraging Thrivent’s award-winning reputation, marketing tools, and financial workshops to grow your client base.

Role Description

As a Thrivent Financial Advisor in Port St. Lucie/ Vero Beach, you will provide personal, actionable, and achievable advice, connecting clients to Thrivent’s comprehensive products and programs including investments, insurance, banking, and generosity initiatives. Develop and maintain genuine, long-term relationships across generations based on trust and understanding, serving clients in your chosen community.

This role offers the autonomy to build your financial practice while enjoying the backing of a national leader in faith-based financial services. Whether you’re scheduling client appointments through your network or hosting impactful financial workshops, you’ll thrive in an environment that values purpose-driven success.

Detailed Responsibilities

• Build a sustainable financial practice by guiding clients toward financial clarity and empowerment in service and faith.
• Deliver personalized financial planning, including retirement strategies, investment portfolios, life insurance, health coverage, and wealth protection solutions.
• Cultivate long-term client relationships through trust-building, regular check-ins, and multi-generational planning.
• Generate leads and secure appointments using personal networks, Thrivent’s marketing resources, and community events in Port St. Lucie and Vero Beach.
• Host award-winning financial education workshops on topics like debt management, saving for college, and generous giving.
• Collaborate with Thrivent specialists for advanced support in technology, compliance, and business growth strategies.
• Maintain compliance with all regulatory requirements, including Series 7, Series 66, and state insurance licenses.
• Leverage digital tools and CRM systems to track client progress and optimize practice efficiency.
• Participate in ongoing professional development to stay ahead in financial advising trends and Thrivent innovations.

Required Skills

Thrivent seeks self-motivated individuals passionate about financial advising. Key skills include:

• Exceptional interpersonal and relationship-building abilities.
• Strong communication and presentation skills for client consultations and workshops.
• Sales acumen with a focus on consultative selling rather than transactional approaches.
• Financial planning expertise, including investment analysis and risk assessment.
• Self-discipline and time management for independent practice management.
• Coaching and mentoring skills to guide clients toward financial goals.
• Networking proficiency to expand client base in local communities.
• Tech-savviness with CRM, financial software, and digital marketing tools.
• Empathy and active listening to understand client needs deeply.
• Ethical decision-making aligned with faith-based values.

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, as these skills translate seamlessly to financial advising.
• Must obtain state insurance licenses (life, health & variable contracts), Series 7 and Series 66 registrations during paid onboarding (Thrivent provides full support).
• Previous financial services experience is a plus but not required—Thrivent’s training equips career changers for success.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure tied directly to your success. Base salary plus bonuses provide stability during ramp-up, with top performers in Port St. Lucie/ Vero Beach achieving six-figure earnings. Full details discussed during interview process.

Benefits

Thrivent offers comprehensive benefits including:

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance coverage.
• 401(k) with company match and retirement planning tools.
• Paid time off, parental leave, and flexible scheduling.
• Professional development stipends and mentorship programs.
• Generosity programs aligning with Thrivent’s mission.
• Community involvement opportunities in Port St. Lucie and Vero Beach.

Ready to make a difference? Apply now for the Financial Advisor role at Thrivent in Port St. Lucie/ Vero Beach and start your rewarding career today.