Financial Advisor - Raleigh, NC

Location: NC – Raleigh/Cary Metro

Why Join Thrivent

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.

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's mission-driven approach empowers Financial Advisors to guide Christians on their journeys to financial clarity, fostering lives of service and faith in the Raleigh/Cary metro area.

Role Description

As a Thrivent Financial Advisor in Raleigh, NC, you will build a financial practice that empowers clients to achieve their goals while aligning with their values. 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 throughout generations based on trust and understanding, serving clients in your chosen community.

Enjoy the flexibility to control your schedule for optimal work-life balance. Leverage your network and Thrivent’s reputation to make client appointments, deliver award-winning financial workshops, and market your practice effectively. This role is ideal for those passionate about financial planning in Raleigh, combining entrepreneurial freedom with the backing of a national leader.

Detailed Responsibilities

• Build and grow a financial practice guiding Christians toward financial clarity and purposeful living.
• Provide personalized financial advice, including retirement planning, wealth management, insurance solutions, and investment strategies tailored to client needs in the Raleigh/Cary area.
• Develop long-term client relationships through trust-building, regular check-ins, and multi-generational planning.
• Prospect and acquire new clients by leveraging personal networks, community events, Thrivent workshops, and digital marketing tools.
• Conduct financial workshops and seminars on topics like debt reduction, college savings, estate planning, and faith-based giving.
• Collaborate with Thrivent specialists for advanced support in product recommendations, compliance, and business growth.
• Maintain compliance with all regulatory requirements, including FINRA Series 7/66 and state insurance licenses.
• Utilize Thrivent's technology platforms for client management, portfolio analysis, and performance tracking.
• Participate in ongoing professional development to stay ahead in financial advising trends and best practices.

Required Skills

Our culture and people are special. We’re looking for individuals who are self-disciplined, independent, and driven to succeed in a financial advisor role. Successful candidates exhibit:

• Strong interpersonal and communication skills for client relationship building.
• Sales acumen and prospecting expertise to grow a client base.
• Financial planning proficiency in retirement, investments, and insurance.
• Analytical skills for assessing client needs and recommending solutions.
• Networking and community engagement abilities in Raleigh/Cary.
• Coaching and motivational skills to guide clients toward goals.
• Time management and organizational skills for flexible scheduling.
• Ethical decision-making aligned with Thrivent's generosity-focused values.
• Digital literacy for CRM tools and financial software.
• Public speaking confidence for workshops and presentations.

Education & Experience

• Bachelor’s degree or equivalent professional experience required.
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued, as these skills transition seamlessly into financial advising.
• Must obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations during paid onboarding (Thrivent provides support).
• Previous financial services experience preferred but not required; Thrivent welcomes career changers passionate about helping others.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure based on your success. Thrivent provides a strong foundation with paid training stipends during onboarding. Top performers in similar markets achieve six-figure earnings potential within the first few years.

Benefits

• Up to 14 weeks of paid training and coaching.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement savings with company match.
• Generous paid time off and flexible scheduling.
• Professional development stipends and ongoing education support.
• Access to Thrivent products at preferential rates for personal use.
• Community involvement opportunities and volunteer paid time off.
• Life and disability insurance coverage.
• Wellness programs and employee assistance resources.

Thrivent is an equal opportunity employer committed to diversity and inclusion. Apply today to start your rewarding career as a Financial Advisor in Raleigh, NC!