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Experienced Advisor Onboarding & Transition Specialist at Thrivent - ApplyBlast

Experienced Advisor Onboarding & Transition Specialist

Thrivent

1 day ago

3.7 on Glassdoor

Remote

Full Time

Medior

0 applicants

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About this role

The Experienced Advisor Onboarding & Transition Specialist manages the end-to-end transition, onboarding, and offboarding processes for financial advisors, teams, and employees joining or leaving Thrivent Advisor Network. This role ensures a consistent, compliant, and high-touch experience by coordinating cross-functional activities, tracking milestones, and maintaining accurate system information. The specialist serves as a central point of contact to support advisor readiness, practice integration, and successful transition completion.

Responsibilities

Execute transition planning and execution for advisors and teams
Coordinate cross-functional collaboration with compliance and operations
Manage advisor experience and onboarding processes

Skills

About Thrivent

thrivent.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

5001-10000 employees

Founded

1902

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Thrivent is a purpose-driven financial services company offering a broad range of products and services including financial planning, banking, investments, annuities, mutual funds, ETFs, and insurance. Their financial advisors help clients build personalized financial plans aligned with their values, goals, and communities. Thrivent also runs generosity programs that empower clients to give back and make a difference with their money.