Hybrid Virtual Financial Advisor Purposeful Wealth Guidance

Thrivent; Milwaukee (WI); Hybrid; USD 74,000 - 120,000; Full time

Benefits offered by this job

401(k) matching and pension

Life and disability insurance

Maternity/Paternity leave

Paid time off + volunteer time

Well-being programs

Gift matching program

Job summary

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients and provide purpose-based financial guidance via virtual meetings. You’ll leverage Thrivent’s framework, use planning tools, and build relationships through consultative advice in a supportive, Fortune 500 environment.

Role offers hybrid work with training and potential to grow into a local team or practice. Eligibility for licenses and securities registrations is required, with a strong focus on service and

Qualifications

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check (criminal and financial).

Responsibilities

• Meet with clients virtually to provide personal, actionable advice and connect clients to Thrivent products and programs.
• Re-engage existing Thrivent clients by scheduling meaningful appointments via phone, screens and video.
• Leverage relationship-building and sales skills to engage clients with confidence and clarity.
• Utilize Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar to tailor plans.
• Collaborate with a team and support a hybrid work model with in-office days.

Skills

Relationship-building

Sales experience

Interpersonal skills

Self-discipline

Independent work

Team collaboration

Education

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Microsoft Teams

Zoom

Job description

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients and provide purpose-based financial guidance via virtual meetings. You’ll leverage Thrivent’s framework, use planning tools, and build relationships through consultative advice in a supportive, Fortune 500 environment.

Role offers hybrid work with training and potential to grow into a local team or practice. Eligibility for licenses and securities registrations is required, with a strong focus on service and