Financial Advisor - Portland, OR / Vancouver, WA and Surrounding Areas

Meaningful Work. Rewarding Career.

Join Thrivent as a Financial Advisor in Portland, Oregon, and make a profound impact by providing expert financial advice with heart. Thrivent is a unique financial services firm that places generosity at the core of saving, investing, and financial planning. Here, you'll empower clients in the Portland, OR / Vancouver, WA communities and surrounding areas to build, grow, and protect their financial well-being through purpose-driven advice, investments, insurance, banking, and generosity programs.

Why Join Thrivent?

Thrivent stands out as a Fortune 500 leader offering unmatched stability, support, and growth opportunities for Financial Advisors. Experience the backing of a mission-driven organization rooted in faith and service. We invest in your success with up to 14 weeks of paid training and coaching, helping you obtain essential state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and our comprehensive advisor onboarding program.

After onboarding, take control of your earnings through a commission-based structure with incentives tied directly to your achievements. Enjoy the flexibility of entrepreneurship with the security of a national powerhouse. Our collaborative culture fosters success, surrounded by colleagues, specialists in business development, marketing, technology, engagement, and seasoned advisors who are eager to support you.

As a Financial Advisor in Portland, OR, you'll serve local communities where clients live, work, and worship, building lasting relationships across generations. Leverage Thrivent's stellar reputation to attract clients through your network, award-winning financial workshops, and targeted marketing.

Role Description

In this dynamic role, you'll guide Christians on their paths to financial clarity, empowering lives of service and faith. Provide personalized, actionable advice tailored to individual needs, connecting clients to Thrivent's robust suite of products including investments, insurance, banking solutions, and generosity initiatives. Thrive in a flexible environment that prioritizes work-life balance while delivering exceptional value to your chosen community in Portland, OR / Vancouver, WA and surrounding areas.

Detailed Responsibilities

• Build and grow a sustainable financial practice by identifying client needs and offering purpose-based financial planning.
• Conduct client consultations to deliver personal, achievable financial strategies encompassing investments, retirement planning, insurance protection, and wealth management.
• Cultivate genuine, long-term relationships based on trust, understanding, and shared values, serving families across multiple generations.
• Generate leads and secure appointments using your professional network, Thrivent's brand strength, and hosting engaging financial workshops.
• Market your practice effectively through digital tools, community events, and Thrivent-supported campaigns optimized for local SEO in Portland and Vancouver areas.
• Collaborate with Thrivent specialists for comprehensive support in compliance, technology integration, business development, and client engagement.
• Maintain flexibility in your schedule to achieve optimal work-life balance while consistently meeting client goals.
• Stay abreast of financial trends, regulatory changes, and Thrivent product updates to provide cutting-edge advice.

Required Skills

Excel as a Thrivent Financial Advisor with these essential skills:

• Exceptional interpersonal and relationship-building abilities.
• Strong coaching and guidance expertise.
• Self-discipline and independent drive for success.
• Motivation derived from client achievements and service.
• Financial planning and advisory proficiency.
• Networking and lead generation mastery.
• Public speaking for workshops and presentations.
• Sales acumen focused on consultation, not high-pressure tactics.
• Adaptability to entrepreneurial flexibility.
• Passion for generosity and faith-aligned service.

Education & Experience

Requirements:

• Bachelor’s degree or equivalent professional experience.
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued—skills from these areas transfer seamlessly.
• Willingness to obtain required licenses: state insurance (life, health, variable contracts), Series 7, and Series 66 (Thrivent provides paid training).
• Reside in or commitment to serving Portland, OR / Vancouver, WA and surrounding communities.
• Demonstrated alignment with Thrivent’s Christian heritage and fraternal benefits society values.

Whether you're a seasoned financial professional or pursuing a fulfilling career change, Thrivent equips you for success.

Compensation Overview

Earn competitively with uncapped potential. Base salary plus commissions and incentives can exceed industry averages based on performance. In Portland, OR, expect strong earning trajectories for top performers.

Benefits

Thrivent offers comprehensive benefits including health insurance, retirement plans, paid training, professional development, technology tools, marketing support, and access to a national network of advisors. Enjoy work-life flexibility, community involvement opportunities, and the satisfaction of purpose-driven work.

Apply today to become a Financial Advisor with Thrivent in Portland, OR—transform lives through faith-integrated financial guidance!