Advice Integration Consultant

🕒 4 dias atrás

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $120.467 - $162.984 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💼 Consultor

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 0%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Thrivent

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1922

🏦 Bancário

💸 Finanças

🛡️ Seguros

Banking • Finance • Insurance

A Thrivent é uma organização de serviços financeiros holísticos que fornece consultoria, investimentos, seguros, serviços bancários e programas de generosidade. Com a missão de reinventar os serviços financeiros, a Thrivent ajuda indivíduos e comunidades a prosperarem, encarando o dinheiro como uma ferramenta e não como um objetivo. Atendendo a mais de 2 milhões de clientes, a Thrivent se dedica a ajudá-los a construir seu futuro financeiro enquanto vivem vidas significativas. A empresa está comprometida com a diversidade, equidade e inclusão, proporcionando remuneração competitiva, oportunidades de crescimento profissional e programas para amplificar a generosidade e o impacto. Como líder reconhecida em práticas financeiras éticas, a Thrivent foi nomeada uma das "Empresas Mais Éticas do Mundo" pelo Instituto Ethisphere e está incluída na lista da Forbes das Melhores Seguradoras da América.

Descrição

• Serve as the primary subject matter expert on Purpose-based Advice • Drive alignment, integration, and adoption of advice across distribution and the enterprise • Consult with field-facing roles and training/support teams on connections to Thrivent’s Financial Planning framework and process • Partner with Capacity Growth & Development on advisor and leader development deliverables • Ensure training design and delivery reflects the latest advice content and desired experience • Partner with Advice and Client Experience Leaders and the Content Development team to promote advice best practices and develop and update advice content • Assist with enterprise rollouts and launches of advice updates • Act as a sounding board for Practice Growth Directors and Revenue Growth Directors • Gather feedback and communicate with Advice COE leadership to influence program decisions • Maintain subject matter expertise on market trends, competitive landscape, and client experience expectations • Upskill and maintain knowledge of the advice framework and process across stakeholders • Engage field advisory teams and leaders to gather feedback and report it to the Advice COE • Plan for continuous iteration of advice content • Align internal partners and identify opportunities to improve alignment • Support upskilling, coaching, and training for field leaders and business execution teams • Execute an advice adoption plan across the organization • Partner with Instructional Design to create and support learning experiences • Coordinate with Content and Advisor & Leader Capacity & Development teams on relevant content for touchpoints and adoption activities • Synthesize stakeholder feedback into actionable recommendations • Support delivery of advice and financial planning strategy training as a subject matter expert • Communicate regularly with Thrivent employees, distribution teams, external vendors, contractors, consultants, managers, directors, and executive management • Develop communication strategies, persuade stakeholders, resolve conflicts, inspire action, and manage divergent perspectives

🎯 Requisitos

• Bachelor’s degree in Business, Economics, or similar field • 5-7+ years of Financial Services experience • 2+ years of Operational experience and analysis of industry and/or business data • Strategic leadership skills with strong influence and collaboration abilities • Ability to work across corporate and field environments to influence and impact results • Deep knowledge and ability to influence experienced financial advisors and practices • In-depth knowledge of advice, insurance products, asset/wealth management, fee-based planning, mutual funds, and securities • Ability to synthesize multiple and sometimes conflicting stakeholder opinions into a common point of view • Experience driving advice adoption into a field organization • Ability to coach leaders to success and drive toward goals • Comfort leading, coaching, and partnering in large groups, small groups, and one-on-one settings • Flexibility and adaptability • Demonstrable experience in communications planning and organization • Deep subject matter expertise in financial planning and the advisory working model • Appropriate FINRA and Insurance Licensing: Series 7, 65/66, LH • CFP and other designations preferred

🏖️ Benefícios

• Various bonuses, including annual or long-term incentives • Medical, dental, and vision insurance • Health savings account • Flexible spending account • 401(k) • Pension • Life and accidental death and dismemberment insurance • Disability insurance • Supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • Paid parental leave • Employee Assistance Program (EAP) • Well-being benefits

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo