Financial Advisor - Temecula and Surrounding Areas

Location: San Diego, California

Why Join Thrivent

Discover meaningful work and a rewarding career as a Financial Advisor at Thrivent in Temecula and surrounding areas. Thrivent is not just a financial services firm; we're a mission-driven organization that places generosity at the heart of saving, investing, and financial planning. As a Fortune 500 leader, we empower our advisors to make a profound impact on the lives of individuals and families, particularly within Christian communities, by helping them achieve financial clarity, build wealth, and live lives of purpose and faith.

Join a supportive environment where you'll receive up to 14 weeks of paid training and coaching to obtain essential state insurance licenses (life, health, and variable contracts), Series 7 and 66 registrations, and complete our comprehensive advisor onboarding program. After onboarding, enjoy the entrepreneurial freedom of commission-based earnings tied directly to your success. Thrivent provides the stability of a national powerhouse combined with the flexibility to serve your local community in San Diego and Temecula areas.

Our collaborative culture fosters success through access to specialists in business development, marketing, technology, client engagement, and seasoned advisors. Whether you're transitioning from sales, business management, education, ministry, hospitality, military, or other fields, Thrivent equips you to thrive as a top-tier Financial Advisor in California.

Role Description

As a Thrivent Financial Advisor serving Temecula, San Diego, and surrounding areas, you'll build a thriving financial practice focused on guiding clients—especially Christians—toward financial well-being. Provide personalized, actionable advice on investments, insurance, banking, and generosity programs. Leverage your network and Thrivent's renowned reputation to cultivate long-term, trust-based relationships across generations.

Enjoy unparalleled flexibility to control your schedule, achieve work-life balance, and integrate your faith into your professional life. Host award-winning financial workshops, market your practice effectively, and collaborate with a team dedicated to your success. This role is perfect for self-starters passionate about holistic financial planning in Southern California.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients on their journeys to financial clarity, empowering lives of service, faith, and generosity.
• Deliver personal, actionable, and achievable financial advice, connecting clients to Thrivent's full suite of products including investments, insurance, banking, and philanthropy programs.
• Develop and maintain genuine, long-term relationships with clients in Temecula, San Diego, and surrounding communities, serving multiple generations based on trust and deep understanding.
• Secure client appointments through networking, leveraging Thrivent's strong brand, delivering engaging financial workshops, and implementing targeted marketing strategies.
• Manage your schedule with flexibility to prioritize work-life balance while consistently meeting client needs.
• Collaborate with Thrivent colleagues, including business development, marketing, technology, and engagement specialists, to accelerate practice growth.
• Stay compliant with all regulatory requirements, including maintaining Series 7, 66, and state insurance licenses.
• Participate in ongoing professional development to enhance your expertise in financial advising, client relationship management, and faith-based planning.

Required Skills

Thrivent seeks Financial Advisors who embody our values and possess the skills to excel in this dynamic role:

• Self-discipline and independence to drive personal and professional success.
• Motivation to help others achieve their financial and life goals.
• Strong interpersonal and coaching skills to guide clients effectively.
• Passion for generosity, serving communities rather than just selling products.
• Excellent communication and relationship-building abilities.
• Proven sales and networking expertise.
• Financial planning knowledge or willingness to develop it rapidly.
• Adaptability and resilience in a commission-driven environment.

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 (paid training provided).
• Commitment to Thrivent’s Christian heritage and community involvement preferred.
• Local residency or strong ties to Temecula, San Diego, and surrounding areas.

Compensation Overview

Earn uncapped income through a competitive commission structure, incentives, and bonuses based on performance. First-year advisors often exceed $100,000 with rapid growth potential in high-demand areas like San Diego.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid training, professional development, technology tools, marketing support, and generous paid time off. Plus, unique perks like faith-based giving programs and community involvement opportunities.

Thrivent is an Equal Opportunity Employer. Apply today to start your impactful career as a Financial Advisor in Temecula!