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Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent

Thrivent

Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent

full-timePosted: Feb 3, 2026

Job Description

Team-based Financial Advisor - Lake Effect Financial Consultants

Location: Kalamazoo, Michigan

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.

Joining Thrivent means becoming part of a mission-driven organization that aligns financial success with faith and community service. In Kalamazoo, Michigan, with Lake Effect Financial Consultants, you'll thrive in a supportive team environment where collaboration fuels individual achievement. Our advisors are empowered to serve local communities, fostering long-term relationships that span generations. Experience the perfect blend of professional growth, spiritual fulfillment, and financial independence in a career that truly matters.

Role Description

As a Thrivent Financial Advisor with Lake Effect Financial Consultants in Kalamazoo, MI, you’ll build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. This team-based role offers the autonomy to shape your business while leveraging the collective strength of experienced colleagues, Thrivent's robust resources, and a proven framework for success.

You'll provide personal, actionable, and achievable advice, connecting clients to Thrivent's comprehensive suite of products and programs. Enjoy the flexibility to control your schedule for optimal work-life balance, while benefiting from a collaborative culture where colleagues are invested in your success. Gain access to specialists in business development, marketing, technology, engagement, and more, ensuring you have every tool needed to grow your practice.

Detailed Responsibilities

  • Build and nurture a financial practice focused on guiding clients toward financial clarity and faith-aligned goals.
  • Deliver personalized, actionable financial advice tailored to individual client needs and life stages.
  • Connect clients with Thrivent products including investments, insurance, banking, and generosity programs.
  • Develop and maintain genuine, long-term relationships based on trust, understanding, and community involvement.
  • Secure client appointments by leveraging personal networks, Thrivent’s esteemed reputation, and hosting award-winning financial workshops.
  • Market your practice effectively through community events, digital strategies, and targeted outreach in Kalamazoo.
  • Collaborate with team members at Lake Effect Financial Consultants to share leads, strategies, and best practices.
  • Utilize Thrivent’s technology platforms for client management, financial planning, and performance tracking.
  • Participate in ongoing professional development to stay ahead in the financial services industry.
  • Contribute to a culture of generosity by promoting Thrivent’s community impact initiatives.

Required Skills

Our culture and people are special. We’re seeking individuals who embody self-discipline, independence, and a drive to succeed. Successful candidates are motivated by helping others achieve their goals, possess natural coaching abilities with strong interpersonal skills, and are passionate about living a life of generosity.

  • Exceptional communication and relationship-building skills
  • Financial planning and advisory expertise
  • Sales and business development acumen
  • Networking and community engagement proficiency
  • Client relationship management
  • Workshop facilitation and public speaking
  • Time management and self-motivation
  • Analytical thinking for financial analysis
  • Empathy and active listening
  • Adaptability in a dynamic financial landscape

Education & Experience

Successful Thrivent Financial Advisors come from diverse backgrounds, including outside sales, business management, education, ministry, hospitality, military, and more. Skills from these fields transition seamlessly into financial advising. No prior financial experience is required—we provide comprehensive training—but a bachelor's degree or equivalent experience is preferred. Michigan residents or those willing to relocate to Kalamazoo are ideal. Must be willing to pursue required licenses: state insurance (life, health, variable contracts), Series 7, and Series 66.

Compensation Overview

This role offers uncapped earning potential through a commission-based structure with incentives tied to performance. First-year advisors often exceed $100,000 in total compensation, with top performers achieving six figures annually. Base salary during the 14-week paid training period provides stability as you launch your practice.

Benefits

  • Up to 14 weeks of paid training and onboarding
  • Comprehensive health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and flexible scheduling
  • Professional development stipends
  • Access to Thrivent products at preferential rates
  • Community involvement opportunities
  • Team support from Lake Effect Financial Consultants
  • Mentorship from seasoned advisors
  • Marketing and technology resources

Ready to make a difference? Apply today to join Thrivent and Lake Effect Financial Consultants in Kalamazoo, Michigan, as a Team-based Financial Advisor. Embrace a career where faith, finance, and generosity intersect for lasting impact.

Locations

  • Kalamazoo, Michigan, United States

Salary

Salary details available upon request

Estimated Salary Rangemedium confidence

60,000 - 120,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Planningintermediate
  • Relationship Buildingintermediate
  • Sales Acumenintermediate
  • Networkingintermediate
  • Client Managementintermediate
  • Public Speakingintermediate
  • Time Managementintermediate
  • Analytical Thinkingintermediate
  • Empathyintermediate
  • Adaptabilityintermediate

Required Qualifications

  • Self-disciplined and independent (experience)
  • Driven to succeed (experience)
  • Motivated by helping others (experience)
  • Strong interpersonal skills (experience)
  • Passionate about generosity (experience)
  • Willing to obtain required licenses (Series 7, 66, insurance) (experience)
  • Bachelor's degree preferred (experience)
  • Community-oriented mindset (experience)

Responsibilities

  • Build financial practice guiding clients to clarity
  • Provide personalized financial advice
  • Connect clients to Thrivent products
  • Develop long-term relationships
  • Secure appointments via networks and workshops
  • Market practice in community
  • Collaborate with team
  • Utilize technology for client management
  • Participate in professional development

Benefits

  • general: 14 weeks paid training
  • general: Health, dental, vision insurance
  • general: 401(k) match
  • general: Paid time off
  • general: Flexible schedule
  • general: Professional development
  • general: Mentorship
  • general: Marketing resources
  • general: Community involvement
  • general: Uncapped commissions

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Tags & Categories

Financial AdvisorThrivent CareersKalamazoo JobsMichigan Finance JobsChristian Financial PlanningWealth ManagementInsurance AdvisorInvestment AdvisorFinanceBankingInsurance

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Thrivent logo

Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent

Thrivent

Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent

full-timePosted: Feb 3, 2026

Job Description

Team-based Financial Advisor - Lake Effect Financial Consultants

Location: Kalamazoo, Michigan

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.

Joining Thrivent means becoming part of a mission-driven organization that aligns financial success with faith and community service. In Kalamazoo, Michigan, with Lake Effect Financial Consultants, you'll thrive in a supportive team environment where collaboration fuels individual achievement. Our advisors are empowered to serve local communities, fostering long-term relationships that span generations. Experience the perfect blend of professional growth, spiritual fulfillment, and financial independence in a career that truly matters.

Role Description

As a Thrivent Financial Advisor with Lake Effect Financial Consultants in Kalamazoo, MI, you’ll build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. This team-based role offers the autonomy to shape your business while leveraging the collective strength of experienced colleagues, Thrivent's robust resources, and a proven framework for success.

You'll provide personal, actionable, and achievable advice, connecting clients to Thrivent's comprehensive suite of products and programs. Enjoy the flexibility to control your schedule for optimal work-life balance, while benefiting from a collaborative culture where colleagues are invested in your success. Gain access to specialists in business development, marketing, technology, engagement, and more, ensuring you have every tool needed to grow your practice.

Detailed Responsibilities

  • Build and nurture a financial practice focused on guiding clients toward financial clarity and faith-aligned goals.
  • Deliver personalized, actionable financial advice tailored to individual client needs and life stages.
  • Connect clients with Thrivent products including investments, insurance, banking, and generosity programs.
  • Develop and maintain genuine, long-term relationships based on trust, understanding, and community involvement.
  • Secure client appointments by leveraging personal networks, Thrivent’s esteemed reputation, and hosting award-winning financial workshops.
  • Market your practice effectively through community events, digital strategies, and targeted outreach in Kalamazoo.
  • Collaborate with team members at Lake Effect Financial Consultants to share leads, strategies, and best practices.
  • Utilize Thrivent’s technology platforms for client management, financial planning, and performance tracking.
  • Participate in ongoing professional development to stay ahead in the financial services industry.
  • Contribute to a culture of generosity by promoting Thrivent’s community impact initiatives.

Required Skills

Our culture and people are special. We’re seeking individuals who embody self-discipline, independence, and a drive to succeed. Successful candidates are motivated by helping others achieve their goals, possess natural coaching abilities with strong interpersonal skills, and are passionate about living a life of generosity.

  • Exceptional communication and relationship-building skills
  • Financial planning and advisory expertise
  • Sales and business development acumen
  • Networking and community engagement proficiency
  • Client relationship management
  • Workshop facilitation and public speaking
  • Time management and self-motivation
  • Analytical thinking for financial analysis
  • Empathy and active listening
  • Adaptability in a dynamic financial landscape

Education & Experience

Successful Thrivent Financial Advisors come from diverse backgrounds, including outside sales, business management, education, ministry, hospitality, military, and more. Skills from these fields transition seamlessly into financial advising. No prior financial experience is required—we provide comprehensive training—but a bachelor's degree or equivalent experience is preferred. Michigan residents or those willing to relocate to Kalamazoo are ideal. Must be willing to pursue required licenses: state insurance (life, health, variable contracts), Series 7, and Series 66.

Compensation Overview

This role offers uncapped earning potential through a commission-based structure with incentives tied to performance. First-year advisors often exceed $100,000 in total compensation, with top performers achieving six figures annually. Base salary during the 14-week paid training period provides stability as you launch your practice.

Benefits

  • Up to 14 weeks of paid training and onboarding
  • Comprehensive health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and flexible scheduling
  • Professional development stipends
  • Access to Thrivent products at preferential rates
  • Community involvement opportunities
  • Team support from Lake Effect Financial Consultants
  • Mentorship from seasoned advisors
  • Marketing and technology resources

Ready to make a difference? Apply today to join Thrivent and Lake Effect Financial Consultants in Kalamazoo, Michigan, as a Team-based Financial Advisor. Embrace a career where faith, finance, and generosity intersect for lasting impact.

Locations

  • Kalamazoo, Michigan, United States

Salary

Salary details available upon request

Estimated Salary Rangemedium confidence

60,000 - 120,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Planningintermediate
  • Relationship Buildingintermediate
  • Sales Acumenintermediate
  • Networkingintermediate
  • Client Managementintermediate
  • Public Speakingintermediate
  • Time Managementintermediate
  • Analytical Thinkingintermediate
  • Empathyintermediate
  • Adaptabilityintermediate

Required Qualifications

  • Self-disciplined and independent (experience)
  • Driven to succeed (experience)
  • Motivated by helping others (experience)
  • Strong interpersonal skills (experience)
  • Passionate about generosity (experience)
  • Willing to obtain required licenses (Series 7, 66, insurance) (experience)
  • Bachelor's degree preferred (experience)
  • Community-oriented mindset (experience)

Responsibilities

  • Build financial practice guiding clients to clarity
  • Provide personalized financial advice
  • Connect clients to Thrivent products
  • Develop long-term relationships
  • Secure appointments via networks and workshops
  • Market practice in community
  • Collaborate with team
  • Utilize technology for client management
  • Participate in professional development

Benefits

  • general: 14 weeks paid training
  • general: Health, dental, vision insurance
  • general: 401(k) match
  • general: Paid time off
  • general: Flexible schedule
  • general: Professional development
  • general: Mentorship
  • general: Marketing resources
  • general: Community involvement
  • general: Uncapped commissions

Target Your Resume for "Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent" , Thrivent

Get personalized recommendations to optimize your resume specifically for Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent" , Thrivent

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Financial AdvisorThrivent CareersKalamazoo JobsMichigan Finance JobsChristian Financial PlanningWealth ManagementInsurance AdvisorInvestment AdvisorFinanceBankingInsurance

Answer 10 quick questions to check your fit for Team-based Financial Advisor - Lake Effect Financial Consultants | Careers at Thrivent @ Thrivent.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.