Hybrid Virtual Financial Advisor: Purpose-Driven Guidance

Thrivent Financial; Denver (CO); Hybrid; USD 33,103 - 36,423; Full time

Benefits offered by this job

401(k) matching

Pension plan

Comprehensive medical, vision, and dental

Paid time off

Tuition reimbursement

Maternity/paternity leave

Job summary

A diversified financial services organization is seeking a Virtual Financial Advisor in Denver, Colorado. This hybrid role involves providing clients with meaningful financial guidance, meeting virtually, and actively engaging with existing clients. Successful candidates will have a Bachelor’s degree, strong interpersonal skills, and be motivated by helping others achieve financial goals. This position offers competitive pay and comprehensive benefits, including a base pay of $24.03-$26.44 per hour plus monthly bonuses.

Qualifications

• FINRA Series 7, 63/65 or 66 required within 90 days.
• State insurance licensed in life, health and variable lines within 90 days.
• Satisfactory background check required.

Responsibilities

• Leverage relationship-building skills to engage clients.
• Provide actionable financial advice to clients.
• Meet with clients virtually using video conferencing tools.

Skills

Self-discipline

Interpersonal skills

Motivated by helping others

Positive and energetic attitude

Collaborative mindset

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

MoneyGuidePro

Microsoft Teams

Zoom

Job description

A diversified financial services organization is seeking a Virtual Financial Advisor in Denver, Colorado. This hybrid role involves providing clients with meaningful financial guidance, meeting virtually, and actively engaging with existing clients. Successful candidates will have a Bachelor’s degree, strong interpersonal skills, and be motivated by helping others achieve financial goals. This position offers competitive pay and comprehensive benefits, including a base pay of $24.03-$26.44 per hour plus monthly bonuses.