Remote Financial Advisor - Meaningful Client Impact

Thrivent; United States; Remote; USD 33,103 - 36,423; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Tuition reimbursement

Gift matching program

Job summary

A financial services company is seeking a Virtual Financial Advisor to engage clients virtually, providing tailored financial guidance. You will leverage sales experience and relationship-building skills to support and connect clients with financial products. Candidates should have a bachelor’s degree and strong interpersonal skills. The role is remote and offers a competitive hourly wage of $24.03–$26.44 plus bonuses. Comprehensive benefits include health insurance, retirement plans, and paid time off.

Qualifications

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others achieve their goals.
• A natural coach or guide with strong interpersonal skills.

Responsibilities

• Engage clients with confidence and clarity.
• Provide personal, actionable advice to clients.
• Connect clients to Thrivent products and programs.

Skills

Interpersonal skills

Sales experience

Client engagement

Coaching skills

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

MoneyGuidePro

Thrivent Planning Platform

Job description

A financial services company is seeking a Virtual Financial Advisor to engage clients virtually, providing tailored financial guidance. You will leverage sales experience and relationship-building skills to support and connect clients with financial products. Candidates should have a bachelor’s degree and strong interpersonal skills. The role is remote and offers a competitive hourly wage of $24.03–$26.44 plus bonuses. Comprehensive benefits include health insurance, retirement plans, and paid time off.