Remote Financial Advisor — Purpose-Driven Growth

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

Benefits offered by this job

401(k) matching

Comprehensive medical, vision, and dental

Paid time off

Tuition reimbursement

Job summary

A leading financial services organization seeks a Remote Virtual Financial Advisor in Charlotte, North Carolina. The role focuses on engaging clients through virtual meetings, providing advice on financial planning, and utilizing tools like Salesforce and Microsoft Teams. Ideal candidates are motivated by helping others, possess strong interpersonal skills, and have a Bachelor's degree. This opportunity offers competitive pay, numerous benefits, and training support in obtaining necessary licenses.

Qualifications

• Motivated by helping clients achieve their financial goals.
• FINRA Series 7, 63/65 or 66 required within 90 days.
• State insurance licensed in life and health required within 90 days.

Responsibilities

• Deliver meaningful financial guidance to clients.
• Engage with existing Thrivent clients to schedule appointments.
• Provide personal and actionable financial advice.

Skills

Self-discipline

Interpersonal skills

Relationship-building

Collaboration

Motivational skills

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Teams

Zoom

Thrivent Planning Platform

MoneyGuidePro

Job description

A leading financial services organization seeks a Remote Virtual Financial Advisor in Charlotte, North Carolina. The role focuses on engaging clients through virtual meetings, providing advice on financial planning, and utilizing tools like Salesforce and Microsoft Teams. Ideal candidates are motivated by helping others, possess strong interpersonal skills, and have a Bachelor's degree. This opportunity offers competitive pay, numerous benefits, and training support in obtaining necessary licenses.