Hybrid Virtual Financial Advisor: Purpose-Driven Guidance

Thrivent Financial; Atlanta (GA); Hybrid; USD 24,000 - 27,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental

401(k) matching

Paid time off

Tuition reimbursement

Job summary

A leading financial services organization in Atlanta, GA, is seeking a Virtual Financial Advisor to provide personalized financial guidance. This hybrid role involves engaging with clients through virtual meetings and utilizing a robust set of tools for financial planning. Candidates should have a Bachelor's degree and strong interpersonal skills. Compensation includes base pay of $24.03-$26.44 per hour along with comprehensive benefits, including medical, 401(k) matching, and paid time off.

Qualifications

• Self-disciplined and independent.
• Strong interpersonal and consultative skills.
• Previous experience in sales, client services, or similar careers.

Responsibilities

• Deliver meaningful financial guidance to clients.
• Engage existing clients and schedule appointments.
• Use tools for virtual meetings and provide personalized advice.

Skills

Relationship-building

Sales experience

Interpersonal skills

Motivated to help others

Positive attitude

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Teams

MoneyGuidePro

Morningstar

Job description

A leading financial services organization in Atlanta, GA, is seeking a Virtual Financial Advisor to provide personalized financial guidance. This hybrid role involves engaging with clients through virtual meetings and utilizing a robust set of tools for financial planning. Candidates should have a Bachelor's degree and strong interpersonal skills. Compensation includes base pay of $24.03-$26.44 per hour along with comprehensive benefits, including medical, 401(k) matching, and paid time off.