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Operations Financial Advisor Jobs in Ohio (NOW HIRING)

Thrivent Financial

Market Director

Cincinnati, OH · Remote

Support financial advisors and teams to develop/execute a business plan to achieve their goals that ... Collaborate with matrix partnership and operational leadership for investments in the area as ...

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Operations Financial Advisor information

What is an operations financial advisor?

Operations Financial Advisors are professionals who provide financial guidance and analysis to help organizations improve their operational efficiency and profitability. They evaluate financial data, develop cost-saving strategies, and work closely with operations teams to ensure that financial resources are optimized. Their role often includes budgeting, forecasting, and identifying areas where processes can be streamlined to support business goals. By bridging the gap between finance and operations, they help companies make informed decisions that drive growth and sustainability.

How does an operations financial advisor typically collaborate with other departments to improve financial performance?

An Operations Financial Advisor works closely with teams such as operations, accounting, and senior management to analyze financial data and identify areas for cost optimization. They often participate in cross-functional meetings to align financial goals with operational strategies, provide insights on budget variances, and help develop actionable plans for process improvements. Regular communication and collaboration are key, as the advisor serves as a bridge between financial objectives and operational execution, ensuring all departments work towards shared business targets.

What are the key skills and qualifications needed to thrive as an operations financial advisor, and why are they important?

To excel as an Operations Financial Advisor, you need strong analytical skills, a deep understanding of financial principles, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP or Oracle, and certifications such as CFA or CPA are highly advantageous. Excellent communication, problem-solving abilities, and attention to detail help you effectively guide operational decisions and collaborate with cross-functional teams. These skills are essential for providing accurate financial insights, optimizing operations, and supporting strategic business growth.

What cities in Ohio are hiring for Operations Financial Advisor jobs?

Cities in Ohio with the most Operations Financial Advisor job openings:

Infographic showing various Operations Financial Advisor job openings in Ohio as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Market Director

Cincinnati, OH • Remote

Thrivent Financial
Insurance Services • 5 - 10K employees
Learn more about Thrivent Financialexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

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.
The Market Director is the connection to teaming and succession efforts in their area. The role will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local market.
This role will serve Cincinnati, OH and Lexington, KY

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'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. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $145,000 - $211,000 per year, which is dependent upon performance and 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 tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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