Remote Financial Advisor: Purpose-Driven Client Guidance

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

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Paid time off

Tuition reimbursement

Job summary

A leading financial services firm is seeking a Virtual Financial Advisor to provide financial guidance to clients via virtual meetings. You will engage with clients proactively and help them achieve financial goals using Thrivent's tools and platforms. The role offers support from a collaborative team and opportunities for professional growth. Qualifications include a Bachelor's degree and strong interpersonal skills. This remote position provides a competitive salary and comprehensive benefits.

Qualifications

• Self-disciplined and independent.
• Driven to help others achieve their goals.
• Positive, energetic and results-oriented.

Responsibilities

• Engage clients through virtual meetings.
• Provide actionable financial advice.
• Help create and maintain financial plans.

Skills

Relationship-building skills

Strong interpersonal skills

Sales experience

Coaching

Collaborative teamwork

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Teams

Salesforce

MoneyGuidePro

Morningstar

Job description

A leading financial services firm is seeking a Virtual Financial Advisor to provide financial guidance to clients via virtual meetings. You will engage with clients proactively and help them achieve financial goals using Thrivent's tools and platforms. The role offers support from a collaborative team and opportunities for professional growth. Qualifications include a Bachelor's degree and strong interpersonal skills. This remote position provides a competitive salary and comprehensive benefits.