Remote Financial Advisor — Purpose-Driven Growth

Thrivent; United States; Remote; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical, Vision & Dental

401(k) & Pension

Life & Disability Insurance

Parental Leave & Adoption Support

Tuition Reimbursement

PTO & Volunteer Time Off

Well-being Programs

Gift Matching

Job summary

Thrivent is hiring a Virtual Financial Advisor to deliver purpose-based guidance to clients remotely. You’ll meet virtually, using Teams and Zoom, to build trust and tailor recommendations across investments, insurance and banking.

The role centers on re-engaging existing clients while expanding relationships through your own natural market. You’ll receive training, access to planning tools, and a supportive team culture.

Qualifications

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check (criminal and financial).

Responsibilities

• Leverage relationship-building skills and build sales experience to engage clients with confidence and clarity.
• Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans.
• Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
• Have access to a large existing client base with the ability to also help your friends, family and natural market.
• Access Thrivent tools and have modern hardware provided.
• Get the support of a collaborative culture with colleagues and leaders who want you to be successful.

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Teams

Zoom

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is hiring a Virtual Financial Advisor to deliver purpose-based guidance to clients remotely. You’ll meet virtually, using Teams and Zoom, to build trust and tailor recommendations across investments, insurance and banking.

The role centers on re-engaging existing clients while expanding relationships through your own natural market. You’ll receive training, access to planning tools, and a supportive team culture.