Financial Advisor - Winston-Salem, NC

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. Benefit from specialists in business development, marketing, technology, engagement, and experienced advisors as you build your practice. Thrivent’s faith-based approach empowers you to guide Christians on their journeys to financial clarity, fostering lives of service and faith in Winston-Salem, NC.

Experience flexibility to control your schedule for optimal work-life balance. Leverage Thrivent’s reputation, award-winning financial workshops, and marketing tools to grow your client base in this vibrant community.

Role Description

As a Thrivent Financial Advisor in Winston-Salem, North Carolina, you will build a financial practice that transforms lives. Provide personal, actionable, and achievable advice while connecting clients to Thrivent’s comprehensive products and programs, including investments, insurance, banking, and generosity initiatives. Develop genuine, long-term relationships across generations based on trust, understanding, and shared values.

This role offers the autonomy of an entrepreneur with the backing of a national leader. Whether you’re leveraging your local network or hosting community workshops, you’ll serve clients where they live, work, and worship in Winston-Salem.

Detailed Responsibilities

• Build and grow a financial practice guiding clients toward financial clarity and purpose-driven goals.
• Provide personalized financial planning, including retirement strategies, investment portfolios, insurance solutions, and banking services.
• Develop and maintain long-term client relationships through regular check-ins, reviews, and proactive advice.
• Secure client appointments by networking in your community, utilizing Thrivent’s marketing resources, and delivering financial education workshops.
• Analyze client needs and recommend tailored Thrivent products to achieve financial security and generosity objectives.
• Collaborate with Thrivent specialists for advanced support in technology, compliance, and business development.
• Participate in ongoing professional development to stay ahead in financial advising trends.
• Host community events and workshops to educate on topics like debt management, college savings, and estate planning.
• Ensure compliance with all regulatory requirements, including maintaining licenses and registrations.

Required Skills

Thrivent seeks Financial Advisors who embody our values. Key skills include:

• Exceptional interpersonal and communication skills for building trust.
• Strong sales and relationship-building expertise.
• Financial planning and analysis proficiency.
• Self-discipline and independent drive to succeed.
• Motivation to help others achieve their financial goals.
• Natural coaching and guiding abilities.
• Passion for generosity and serving faith-based communities.
• Networking and community engagement prowess.
• Adaptability to control your schedule effectively.
• Tech-savviness for using financial planning software and CRM tools.

Education & Experience

• Bachelor’s degree or equivalent professional experience.
• Prior experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.
• Obtain required licenses: Life, Health & Variable Contracts insurance licenses, Series 7, and Series 66 securities registrations (Thrivent provides paid training).
• Demonstrated success in relationship-driven roles.
• Commitment to ethical practices and client-first service.

Seasoned professionals or career changers thrive here—skills from diverse backgrounds translate seamlessly into financial advising success at Thrivent.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure tied directly to your success. First-year advisors often exceed $100,000 in total compensation with training stipends. Ongoing earnings potential grows with your practice, supported by Thrivent’s robust resources. Enjoy the entrepreneurial freedom to scale your income in Winston-Salem’s thriving market.

Benefits

Thrivent offers comprehensive benefits including:

• Up to 14 weeks paid training and onboarding.
• Health, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and flexible scheduling.
• Professional development and mentorship programs.
• Access to marketing, technology, and business support tools.
• Generosity programs aligning with your values.
• Community involvement opportunities in Winston-Salem.

Apply today to join Thrivent in Winston-Salem, NC, and start a career where faith, finance, and impact converge. Be part of a purpose-driven team making a difference.