Purpose-Driven Financial Advisor — Hybrid/Remote

Thrivent Financial; Dallas (TX); Hybrid; USD 33,103 - 36,423; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental

401(k) matching and pension plan

Paid time off and volunteer time off

Tuition reimbursement

Job summary

A leading financial services organization is seeking a Virtual Financial Advisor in Dallas, Texas. In this hybrid role, you will provide clients with meaningful financial guidance and build lasting relationships. You'll leverage strong interpersonal skills and innovative tools to help clients achieve their financial goals. This position offers competitive pay, comprehensive benefits, and opportunities for growth within a supportive environment, making it an ideal fit for motivated individuals looking for a rewarding career in finance.

Qualifications

• Self-disciplined and independent with a drive to succeed.
• Satisfactory background check (criminal and financial).
• Positive, energetic, and results oriented.

Responsibilities

• Engage clients with confidence and clarity through virtual meetings.
• Guide clients in creating and maintaining financial plans.
• Meet clients virtually and connect them to Thrivent products.

Skills

Relationship-building skills

Sales experience

Interpersonal skills

Motivation to help others

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

MoneyGuidePro

Morningstar

Thrivent Planning Platform

Job description

A leading financial services organization is seeking a Virtual Financial Advisor in Dallas, Texas. In this hybrid role, you will provide clients with meaningful financial guidance and build lasting relationships. You'll leverage strong interpersonal skills and innovative tools to help clients achieve their financial goals. This position offers competitive pay, comprehensive benefits, and opportunities for growth within a supportive environment, making it an ideal fit for motivated individuals looking for a rewarding career in finance.