Hybrid Financial Advisor: Remote & Impactful Guidance

Thrivent; Denver (CO); Hybrid; USD 78,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Four weeks of paid time off

Tuition reimbursement

Job summary

Thrivent is hiring a Virtual Financial Advisor in Denver, Colorado to provide meaningful financial guidance to clients. This hybrid position involves engaging existing clients and utilizing tools like Salesforce and MoneyGuidePro®. A Bachelor's degree is required, along with FINRA Series 7 compliance.

Successful candidates will be self-disciplined and motivated by helping others achieve their financial goals. Competitive compensation includes a base pay of $23.80-$26.45 per hour and average total earnings of $78,000.

Qualifications

• Must complete FINRA Series 7 and state insurance licensing within 90 days.
• Satisfactory background check (criminal and financial) required.

Responsibilities

• Provide financial guidance and build trust with clients.
• Engage existing clients via virtual appointments.
• Utilize Thrivent tools for financial planning.

Skills

Strong interpersonal skills

Self-discipline

Relationship-building

Sales experience

Motivated by helping others

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

MoneyGuidePro®

Microsoft Teams

Zoom

Job description

Thrivent is hiring a Virtual Financial Advisor in Denver, Colorado to provide meaningful financial guidance to clients. This hybrid position involves engaging existing clients and utilizing tools like Salesforce and MoneyGuidePro®. A Bachelor's degree is required, along with FINRA Series 7 compliance.

Successful candidates will be self-disciplined and motivated by helping others achieve their financial goals. Competitive compensation includes a base pay of $23.80-$26.45 per hour and average total earnings of $78,000.