Thrivent runs two very different loops depending on the role. The financial-advisor track (the volume hire) is a multi-stage sales-fit funnel: recruiter call, one or more market-director / hiring-manager conversations, an offer typically contingent on obtaining Series 7 / 66 and state insurance licenses during a paid training period, then a starter exercise where the new hire is asked to write down roughly 100 personal prospects (friends, family, network) to seed the book. Corporate and PE-associate loops are more conventional: recruiter phone screen, a case study or technicals with associates, and a final with partners or the hiring manager. Interns and corporate applicants report short, sometimes perfunctory phone screens.
These 7 writeups cover financial advisor, wealth management, life insurance and other roles, US only. All of them were posted under a forum handle, so we could not verify the authors’ identities.
Experienced. 4 rounds. Shared by bdasrath on wso, 2018-02-10
1Recruiter phone screenPhone screenA recruiter called to screen for fit before scheduling on-site rounds.Covered: Behavioral, Resume deep-dive
2Associate panel over coffeeTechnicalThree associates in the group ran a mixed technical and deal-experience conversation, asking the candidate to walk through prior deals they had worked on.Covered: Past projects, Financial modeling
3Case studyCase studyA case-study exercise focused on evaluating an investment.Covered: Case study, Financial modeling
4Partner meetingFinalFinal meeting with the partners of the PE group. The candidate ultimately declined the offer.Covered: Behavioral, Domain knowledge
Equity Research Intern
Not selected
Internship. 2 rounds. Shared by raewald on wso, 2013-07-16
1ApplicationPhone screenApplied through the company website and received an interview invite by email.Covered: Behavioral
2Phone interviewPhone screenA single phone interview. The interviewer seemed disengaged and rushed the conversation. Candidate recalls a question about the current level of the Dow Jones Industrial Average. No offer.Covered: Domain knowledge
1Recruiter and interview sequencePhone screenStandard advisor recruiting funnel that ended in a work-from-home virtual advisor offer, contingent on completing Series 7, Series 66 and CFP progress. Candidate held Series 7 already and was scheduled for the 66.Covered: Behavioral, STAR stories
Financial Advisor
Outcome not shared
New grad. 3 rounds. Shared by u/Ok_Republic5288 on reddit, 2025-11-01
1Recruiter / market-director conversationPhone screenInitial meeting with the local market director to explain the commission-based advisor model and the prospecting expectation.Covered: Behavioral, Sales roleplay
2Follow-up interviewsHiring managerAdditional interviews with the local team assessing fit for a self-directed, commission-driven advisor role.Covered: Behavioral, STAR stories
3Prospect-list exercisePresentationLater stage in the process asks the candidate to produce a list of roughly 100 named personal prospects (friends, family, acquaintances) to seed the initial book of business.Covered: Sales roleplay
Software Engineering Intern
Not selected
Internship. 2 rounds. Shared by u/HydroidOfficial on reddit, 2022-12-13
1Hiring-manager interviewHiring managerApplied and heard back within two weeks. The hiring-manager interview went well and the manager implied an offer was likely.Covered: Behavioral, Past projects
2Recruiter follow-upPhone screenA recruiter follow-up call was scheduled, missed by the recruiter, rescheduled a week later, and the eventual short call only conveyed that the hiring manager was no longer interested. No feedback on what went wrong.Covered: Behavioral
Financial Advisor (associate under senior advisor)
Received an offer
New grad. 1 round. Shared by u/AdamSchwartz33 on reddit, 2025-12-01
1Interviews with a local advisorHiring managerWas hired to work under a senior advisor while completing an undergraduate financial planning degree. Role turned out to be insurance-sales-heavy in practice, and the candidate left shortly after starting.Covered: Behavioral, Sales roleplay
Financial Advisor (Atlanta market)
Received an offer
New grad. 1 round. Shared by u/Ok_Ebb4271 on reddit, 2025-01-22
1Recruiter and market interviewsHiring managerStandard advisor pipeline through the local market that ended in an accepted offer in Atlanta. Poster noted that pay is heavily sales-driven with no rollover comp on AUM.Covered: Behavioral, Sales roleplay
What Thrivent is hiring for now
313 open roles in our index. Advertised pay floors run $50k to $133k (median $80k, from 119 postings that state pay).
Most-posted roles
Administrative Assistant12
Client Service Administrator4
Staff Engineer4
Securities Client Service Administrator2
Growth & Development Manager, Virtual Advice - Hybrid2
Thrivent runs two very different loops depending on the role. The financial-advisor track (the volume hire) is a multi-stage sales-fit funnel: recruiter call, one or more market-director / hiring-manager conversations, an offer typically contingent on obtaining Series 7 / 66 and state insurance licenses during a paid training period, then a starter exercise where the new hire is asked to write down roughly 100 personal prospects (friends, family, network) to seed the book. Corporate and PE-associate loops are more conventional: recruiter phone screen, a case study or technicals with associates, and a final with partners or the hiring manager. Interns and corporate applicants report short, sometimes perfunctory phone screens.
What topics does Thrivent test in interviews?
Commonly reported topics include Behavioral, Sales roleplay, STAR stories, Case study, Financial modeling, Past projects.
These guides summarize public, first-hand interview experiences shared by candidates. They describe the shape of each loop and the topics that came up, not a leaked question bank, and every experience links back to its original source. Processes change often. Treat this as directional prep, not a script.
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