Remote Financial Advisor: Build Your Own Practice

Thrivent Financial; Minneapolis (MN); Remote; USD 33,103 - 36,423; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental

401(k) matching

Paid time off and volunteer time

Tuition reimbursement

Life and disability insurance

Job summary

A leading financial services firm is seeking a Remote Virtual Financial Advisor to build client relationships and provide financial guidance. You'll engage existing clients and help them with tailored advice on financial planning while leveraging robust tools and support. Ideal candidates are self-motivated, have strong interpersonal skills, and a relevant degree. The position offers a competitive salary with benefits including bonuses, medical insurance, and paid time off.

Qualifications

• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others and achieving their goals.
• Proficient in handling financial planning.

Responsibilities

• Engage existing clients to provide tailored financial advice.
• Build trust and strong relationships with clients.
• Meet clients virtually to discuss financial plans.

Skills

Relationship-building

Interpersonal skills

Sales experience

Client service

Coaching

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Teams

Salesforce

MoneyGuidePro

Morningstar

Job description

A leading financial services firm is seeking a Remote Virtual Financial Advisor to build client relationships and provide financial guidance. You'll engage existing clients and help them with tailored advice on financial planning while leveraging robust tools and support. Ideal candidates are self-motivated, have strong interpersonal skills, and a relevant degree. The position offers a competitive salary with benefits including bonuses, medical insurance, and paid time off.