Hybrid Virtual Financial Advisor: Build Your Practice

Thrivent Financial; Milwaukee (WI); Hybrid; USD 33,103 - 36,423; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Pension plan

Maternity/paternity leave

Tuition reimbursement

Four weeks of paid time off

Job summary

A leading financial services organization seeks a Virtual Financial Advisor in Milwaukee. This hybrid role involves providing tailored financial guidance to clients, utilizing tools like Microsoft Teams. The ideal candidate will have strong interpersonal skills and a Bachelor's degree, with a focus on helping others achieve financial confidence. Compensation includes a base pay of $24.03-$26.44 per hour plus bonuses, alongside a comprehensive benefits package, reflecting Thrivent's commitment to community and support.

Qualifications

• Motivated by helping clients achieve goals, not just selling products.
• Self-disciplined and driven to succeed.
• Ability to work independently and collaboratively.

Responsibilities

• Engage clients with confidence and clarity.
• Provide personal and actionable advice.
• Connect clients to Thrivent products and programs.

Skills

Interpersonal skills

Relationship-building

Sales experience

Motivation to help others

Coaching ability

Results-oriented

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Teams

Salesforce

MoneyGuidePro

Morningstar

Job description

A leading financial services organization seeks a Virtual Financial Advisor in Milwaukee. This hybrid role involves providing tailored financial guidance to clients, utilizing tools like Microsoft Teams. The ideal candidate will have strong interpersonal skills and a Bachelor's degree, with a focus on helping others achieve financial confidence. Compensation includes a base pay of $24.03-$26.44 per hour plus bonuses, alongside a comprehensive benefits package, reflecting Thrivent's commitment to community and support.