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The Experienced Advisor Onboarding Consultant is responsible for leading the onboarding and integration experience for experienced financial advisors and teams joining Thrivent, beginning at the point of offer and continuing through the advisor’s first year, ensuring a seamless, compliant, and high-touch journey that supports long-term success and retention.

Working in close partnership with the Advisor Transitions Consultant- who manages pre-onboarding activities- this role takes over at the transition point to deliver onboarding resources, coordinate internal support, and serve as the primary liaison for advisors during their first 30 days and beyond. The Onboarding Consultant provides indirect leadership to a matrixed onboarding team and collaborates across recruiting, compliance, operations, and Centers of Excellence to ensure a consistent advisor experience. Acting as a trusted liaison and strategic consultant, the Experienced Advisor Onboarding Consultant leverages data, feedback, and industry insights to continuously refine onboarding processes, strengthen advisor engagement, and align with Thrivent’s broader growth strategy and purpose-driven culture.

This can be a remote position within the US.

DUTIES & RESPONSIBILITIES:

+ Develop a comprehensive experienced advisor onboarding strategy aligned with the company's overall business objectives .

+ Develop and implement a repeatable, scalable, integrated onboarding framework for experienced advisors and teams, ensuring a high-touch, compliant , and consistent experience from offer through full integration.

+ Own the onboarding experience from offer through full integration. Collaborate with cross-functional partners—including recruiting, compliance, operations, and Centers of Excellence—and external firms to coordinate onboarding activities such as technology setup, registration, book transfers, training, etc.

+ Partner with a matrixed onboarding team and influence without authority- fostering a culture of accountability, operational excellence, and alignment with Thrivent’s purpose and values.

+ D eliver onboarding resources, tools, and training programs to accelerate advisor readiness, confidence, and engagement during their transition period.

+ Build and maintain relationships with advisors, leaders, and industry partners. Gathering advisor feedback, data and market insights to refine transition processes, strengthen advisor retention, and inform ongoing strategy and resource development.

+ Act as the primary point of contact for advisors during onboarding , providing strategic guidance, dedicated support and issue resolution throughout their full onboarding and integration to Thrivent.

+ Monitor and report on onboarding performance metrics to evaluate effectiveness, identify gaps, and drive continuous improvement.

+ Model Thrivent’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—through collaboration, accountability, and results orientation.

Describe below the audience this role will interact with and level of influence they will have on those roles .

+ Complex practices

+ Field organization

+ Individual contributors within Thrivent

+ Managers and/or Directors within Thrivent

+ Thrivent Senior Management

+ External vendors, contractors and/or consultants

QUALIFICATIONS & SKILLS:

Required:

+ Bachelor's degree in business, finance, human resources, or a related field.

+ 7+ years of experience in the financial services industry, with a strong understanding of advisor business models and firm structures (1099, W-2, RIA).

+ Proven experience leading advisor transitions or onboarding functions within a broker-dealer, RIA, or hybrid firm.

+ Strong understanding of the financial services industry, including regulatory requirements and compliance standards.

+ Excellent communication, interpersonal, and negotiation skills.

+ Ability to build strong relationships with candidates, advisors, and internal stakeholders.

+ Strong analytical skills and proficiency in using applicant tracking systems and other recruiting tools.

+ Demonstrated ability to achieve recruiting goals and metrics.

Preferred:

+ Experience leading teams and matrixed relationships.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $124,010.00 - $167,778.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; 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; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

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.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.