Remote Financial Advisor: Grow Your Purposeful Practice

Thrivent Financial; Chicago (IL); On-site; USD 33,103 - 36,423; Full time

Benefits offered by this job

Medical, vision, and dental insurance

401(k) matching

Pension plan

Paid time off

Tuition reimbursement

Volunteering time off

Job summary

A leading financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance to clients. This remote role emphasizes relationship-building skills and proactive client engagement. Qualified candidates should possess a Bachelor's degree and demonstrate strong interpersonal skills. The position offers a competitive hourly wage with additional monthly sales bonuses and comprehensive benefits, including medical and retirement plans.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Military veterans encouraged to apply.
• FINRA Series 7, 63/65 or 66 required within 90 days.

Responsibilities

• Engage clients through virtual meetings to provide financial advice.
• Build trust and provide tailored recommendations.
• Re-engage existing clients with proactive outreach.

Skills

Relationship-building skills

Self-discipline

Interpersonal skills

Motivation to help others

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Teams

Salesforce

MoneyGuidePro

Morningstar

Job description

A leading financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance to clients. This remote role emphasizes relationship-building skills and proactive client engagement. Qualified candidates should possess a Bachelor's degree and demonstrate strong interpersonal skills. The position offers a competitive hourly wage with additional monthly sales bonuses and comprehensive benefits, including medical and retirement plans.