Hybrid Virtual Financial Advisor — Grow Your Practice

Thrivent; Atlanta (GA); Hybride; USD 30 000 - 33 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Pension plan

Life and disability insurance

Paid time off

Volunteer time off

Maternity/paternity leave

Adoption and surrogacy assistance

Well-being programs

Gift matching

Résumé du poste

Thrivent is hiring a Virtual Financial Advisor in a hybrid Atlanta-based role. You will re-engage clients via virtual meetings, provide purpose-driven financial guidance, and leverage Thrivent’s planning tools to tailor recommendations aligned with faith-based values.

Training is provided, and you can work with an established client base while building your own market. The role offers the chance to advance to local teams or establish your own practice with company support.

Qualifications

• Bachelor's degree or equivalent experience.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State life/health/variable licenses or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check (criminal and financial).

Responsabilités

• Leverage relationship-building skills to engage clients with confidence and clarity.
• Guide Christians and others to create and maintain financial plans aligning with Thrivent's mission.
• Meet with clients virtually to provide personal, actionable advice and connect to Thrivent products.
• Access a large existing client base and serve your natural market.
• Utilize Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar to support advice.
• Receive support from a collaborative culture and leaders focused on your success.

Connaissances

Relationship building

Interpersonal skills

Consultative selling

Formation

Bachelor's degree or equivalent experience

Outils

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Description du poste

Thrivent is hiring a Virtual Financial Advisor in a hybrid Atlanta-based role. You will re-engage clients via virtual meetings, provide purpose-driven financial guidance, and leverage Thrivent’s planning tools to tailor recommendations aligned with faith-based values.

Training is provided, and you can work with an established client base while building your own market. The role offers the chance to advance to local teams or establish your own practice with company support.