Financial Advisor - Woodland Park, Colorado

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 are willing to help you do so. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Thrivent stands out as a faith-based financial services leader, empowering Christians on their journeys to financial clarity, lives of service, and faith. In Woodland Park, Colorado, you'll serve a close-knit community nestled in the stunning Rocky Mountains, where trust and long-term relationships thrive.

Role Description

As a Thrivent Financial Advisor in Woodland Park, you will build a financial practice guiding clients toward financial clarity. Provide personal, actionable, and achievable advice while 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.

Enjoy the flexibility to control your schedule for optimal work-life balance. Leverage your network and Thrivent’s renowned reputation to make client appointments, deliver award-winning financial workshops, and market your practice effectively. This role is perfect for those passionate about financial planning careers that blend professional success with personal fulfillment.

Detailed Responsibilities

• Build and grow a financial advisory practice focused on holistic financial planning for individuals and families in Woodland Park.
• Conduct client consultations to assess financial goals, risks, and needs, delivering tailored advice on investments, retirement planning, insurance, and wealth management.
• Leverage Thrivent’s marketing tools, workshops, and digital platforms to generate leads and schedule appointments.
• Develop deep, trust-based relationships with clients, providing ongoing support through life transitions like marriage, parenthood, or retirement.
• Collaborate with Thrivent specialists in areas like investment strategies, estate planning, and business development to enhance client outcomes.
• Host educational financial workshops and seminars in local churches, community centers, and businesses to position yourself as a thought leader.
• Stay compliant with all regulatory requirements, including FINRA and state insurance regulations, while pursuing continuous professional development.
• Utilize Thrivent’s advanced technology tools for client relationship management, portfolio analysis, and performance tracking.
• Contribute to Thrivent’s culture of generosity by promoting member benefit programs and community impact initiatives.

Required Skills

Our ideal Financial Advisor candidates possess a unique blend of skills that drive success in this rewarding role:

• Exceptional interpersonal and communication skills to build lasting client relationships.
• Strong sales and business development acumen to grow a practice independently.
• Financial planning expertise, including knowledge of investments, insurance, and retirement strategies.
• Self-discipline and time management to thrive in a flexible, entrepreneurial environment.
• Coaching and motivational abilities to guide clients toward their financial goals.
• Analytical skills for assessing client needs and recommending optimal solutions.
• Networking prowess to leverage personal and professional connections effectively.
• Presentation skills for delivering compelling workshops and seminars.
• Adaptability to evolving financial markets and client needs.
• Commitment to ethical practices and a passion for serving others with generosity.

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 transition seamlessly into financial advising.
• Must obtain state insurance licenses (life, health, variable contracts), Series 7, and Series 66 registrations (Thrivent provides paid training).
• Previous financial services experience is a plus but not required—we train motivated individuals from diverse backgrounds.

Compensation Overview

Earn a competitive income with uncapped potential through a commission-based structure plus incentives. Top performers in similar roles achieve six-figure earnings. Base salary during training period included.

Benefits

Thrivent offers comprehensive benefits to support your professional and personal life:

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance coverage.
• 401(k) retirement savings with company match.
• Paid time off and flexible scheduling.
• Professional development stipends and ongoing coaching.
• Access to Thrivent’s member benefits, including exclusive financial products.
• Community involvement opportunities and volunteer paid time off.
• Technology and marketing support at no cost.

Ready to make a difference in Woodland Park? Apply now to join Thrivent’s mission-driven team and launch your career as a Financial Advisor today!