Hybrid Virtual Financial Advisor — Purposeful Client Impact

Thrivent; Atlanta (GA); Hybrid; USD 74,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Pension plan

Life and disability insurance

Paid time off

Volunteer time off

Well-being programs

Gift matching

Job summary

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients and provide purpose-based financial guidance across investments, insurance and banking. You will operate in a hybrid model, meeting clients virtually via Teams/Zoom, and progress toward a local team or practice with company support.

You will be trained and mentored, with state insurance and securities licenses obtained if needed. Growth is supported by Thrivent’s framework, client network, and collaborative culture.

Qualifications

• Bachelor-level education or equivalent experience.
• FINRA licenses required or obtained within 90 days.
• State life/health/variable insurance license or obtained within 90 days.
• Eligibility to be securities registered in all 50 states.
• Satisfactory background check (criminal and financial).

Responsibilities

• Engage clients with confidence and clarity using relationship-building skills to grow sales experience.
• Guide clients to create and maintain financial plans aligned with Thrivent’s mission and values.
• Meet with clients virtually to provide personal, actionable advice and connect to Thrivent products and programs.
• Leverage a large existing client base while serving your natural market.
• Utilize tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar; supported by modern hardware.
• Benefit from a collaborative culture focused on your success and development.

Skills

Self-discipline

Client-focused

Coaching skills

Positive attitude

Collaboration

Education

Bachelor’s degree or equivalent experience

Licensing: FINRA Series 7/63/65/66 or equivalent (within 90 days)

State life/health/variable insurance license (or obtained within 90 days)

Eligibility for securities registration in all 50 states

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients and provide purpose-based financial guidance across investments, insurance and banking. You will operate in a hybrid model, meeting clients virtually via Teams/Zoom, and progress toward a local team or practice with company support.

You will be trained and mentored, with state insurance and securities licenses obtained if needed. Growth is supported by Thrivent’s framework, client network, and collaborative culture.