Remote Financial Advisor – Purpose-Driven Guidance

Thrivent; United States; Remote; USD 73.000 - 120.000; Vollzeit

Benefits dieser Stelle

401(k) matching and pension

Life and disability insurance

Paid time off and volunteer time off

Maternity/paternity leave & surrogacy

Well-being programs

Gift matching program

Zusammenfassung

Thrivent is hiring a Virtual Financial Advisor to provide purpose-based financial guidance to clients. You’ll re-engage existing Thrivent clients and schedule meaningful appointments via phone, video, and screen sharing.

You’ll build trust, tailor recommendations, and leverage Thrivent’s advice framework to support clients’ financial wellbeing. The role is remote with training, virtual collaboration, and opportunities to join a local team or build your own practice within 18–24 months.

Qualifikationen

• 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).

Aufgaben

• Leverage relationship-building skills to engage clients with confidence and clarity.
• Guide Christians and others who align with Thrivent’s mission to create and maintain financial plans.
• Meet with clients virtually to provide personal, actionable advice and connect to Thrivent products.
• Access a large existing client base and help friends, family, and natural market.
• Utilize tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar; hardware provided.
• Collaborate with colleagues and leaders to ensure your success.

Kenntnisse

Relationship-building

Interpersonal skills

Consultative selling

Client service excellence

Self-motivated

Ausbildung

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Jobbeschreibung

Thrivent is hiring a Virtual Financial Advisor to provide purpose-based financial guidance to clients. You’ll re-engage existing Thrivent clients and schedule meaningful appointments via phone, video, and screen sharing.

You’ll build trust, tailor recommendations, and leverage Thrivent’s advice framework to support clients’ financial wellbeing. The role is remote with training, virtual collaboration, and opportunities to join a local team or build your own practice within 18–24 months.