Remote Financial Advisor - Purpose-Driven Wealth Planning

Thrivent Financial; Nashua (NH); On-site; USD 35,762 - 39,743; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Four weeks of paid time off

Job summary

Thrivent Financial seeks a Virtual Financial Advisor to provide clients in Nashua, New Hampshire with personalized financial guidance. This remote role requires strong interpersonal skills as you engage with clients virtually, aiding them in their financial planning. Candidates should have a Bachelor's degree and must obtain necessary FINRA and state licenses within 90 days. Thrivent offers competitive pay, comprehensive benefits, and a supportive team environment focused on clients' financial well-being.

Qualifications

• Must have a FINRA Series 7 and 63/65 or 66 within 90 days.
• State insurance licensed in life, health and variable lines within 90 days.
• Satisfactory background check (criminal and financial).

Responsibilities

• Engage clients through virtual meetings and provide financial guidance.
• Help clients create and maintain their financial plans.
• Utilize existing client base and provide tailored recommendations.

Skills

Self-discipline

Interpersonal skills

Sales experience

Motivation to help others

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Teams

Zoom

Salesforce

MoneyGuidePro

Job description

Thrivent Financial seeks a Virtual Financial Advisor to provide clients in Nashua, New Hampshire with personalized financial guidance. This remote role requires strong interpersonal skills as you engage with clients virtually, aiding them in their financial planning. Candidates should have a Bachelor's degree and must obtain necessary FINRA and state licenses within 90 days. Thrivent offers competitive pay, comprehensive benefits, and a supportive team environment focused on clients' financial well-being.