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The Market Director is responsible for attracting, onboarding, and retaining financial advisor talent to drive growth within their assigned market. They provide coaching, joint field work, and strategic support to help advisors build successful practices and deliver purpose-based advice.
Candidates should have 5+ years of experience in financial services with a proven track record of recruiting and developing financial advisors. Required certifications include FINRA Series 7 and 63/65 or 66, as well as state insurance licenses.
The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent’s clients. The Market Director should possess the ability to attract, launch (onboard) and retain field talent, while helping them find their best role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based advice.
DUTIES & RESPONSIBILITIES:
Attract and Retain Talent:
Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.
Maintain consistent recruiting pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships.
Collaborate with all channel stakeholders to source candidates into open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.).
In partnership with your matrix team, actively manage and engage with candidates in all phases of selection, licensing and launch.
Conduct selection interviews, assess candidates and confidently communicate Thrivent’s unique value proposition.
Establish relationships with matrix partners for resources and support to develop and grow talent for teams and future team leaders.
Develop and Launch FA Practices:
Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and coach on all elements.
Provide consistent launch support for new financial advisors in their first year while working alongside launch matrix partners.
Support financial advisors and teams to develop/execute a business plan to achieve their goals that leverage relationships within their natural market, referrals, and communities in partnership with the Member Engagement team and Marketing team.
Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.
Align with matrixed partners to grow future team leaders and team members.
Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.
Connect with local leadership and matrix partners to stay informed on best practices and changes that directly impact the business.
Market Management and Culture:
Engage financial advisors in the market by providing opportunities for learning, development, and connections to build up confidence, competence, and culture.
Develop a healthy culture within the market, driving strong market results, and ensuring a culture of excellence in the team.
Ensure collaboration with matrix partners to support new financial advisors.
Facilitate connections between new financial advisors and experienced financial advisors to provide additional joint field work or practice experiences for new financial advisors.
Support and foster the culture created with the area vice president and channel stakeholders.
Responsible for monitoring and maintaining appropriate budget parameters throughout the year. Collaborate with matrix partnership and operational leadership for investments in the area as needed.
Working in the Matrix:
Serve as a point of contact for relationships with dedicated matrix partners and establish ongoing cadence for connections. Execute plans for integration and leverage within the market.
Engage all matrix partners to leverage their expertise and skills for business processes and systems.
Work with the Community Engagement team and others to develop and implement advisor growth plans.
QUALIFICATIONS & SKILLS:
Required:
Four-year college degree strongly preferred.
5+ Years in the financial service industry attracting and hiring new talent preferred.
Demonstrated track record of attracting, selecting, and developing financial advisors.
Experience hiring financial advisor on teams.
Once financial advisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where financial advisors are conducting business and receiving commissions.
Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.
Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.
Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.
Will and skill to commit to joint field work expectations.
Licensing:
FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
State insurance licensed and appointed in life, health and variable lines of authority or at tained within 90 days.
State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group or are aligned to specific financial advisors that are assigned.
Satisfactory background check and clean compliance record.
Flexibility to travel within the area (may include overnight), up to 50%, and conduct business during evening hours.
Must have own vehicle to use for business purposes.
Demonstrated track record of satisfactory performance.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
Where Money Means More ™ We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
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