Location: MN - Minneapolis
We exist to help people achieve financial clarity. 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 core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Job Summary
The Financial Planning & Analysis (FP&A) Sr. Analyst role is an important role which provides the foundational financial support to the Advice & Wealth Management (A&WM) segment and Thrivent Investment Management Inc. (TIMI) business leaders to enable proactive and meaningful business reviews & strategic discussions. It requires analytical skills and the ability to partner and influence across the Distribution organization and the Experienced Advisor recruiting team.
This role supports management reporting and insights on assets under management (AUM) drivers, revenues, expenses and earnings, as well as financial modeling for experienced advisor recruiting deals, by partnering with business leaders and FP&A partners. Collaboration and partnership are foundational to success in this role. Thriving in an evolving environment, working to drive innovation, and adopting industry best practice to drive sustainable growth is key.
Additional Locations: WI - Appleton
Job description provided by Thrivent.
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