Remote Financial Advisor — Purposeful, Client-Focused

Thrivent Financial; St. Louis (MO); On-site; USD 33,103 - 36,423; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Pension plan

Tuition reimbursement

Four weeks of paid time off

Volunteering time off

Job summary

A financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance and support to clients through virtual meetings. The ideal candidate will leverage interpersonal skills to build client relationships and utilize various financial planning tools, including Salesforce and MoneyGuidePro. This is a remote role requiring a Bachelor's degree and FINRA licensing within 90 days. Competitive base pay and comprehensive benefits package included.

Qualifications

• Self-disciplined and motivated to help others achieve their financial goals.
• Strong interpersonal skills for client engagement.
• Ability to work independently and as part of a collaborative team.

Responsibilities

• Provide financial guidance and advice to clients via virtual meetings.
• Engage existing clients and new prospects through proactive outreach.
• Utilize Thrivent tools to create tailored financial plans.

Skills

Self-discipline

Interpersonal skills

Sales experience

Positive attitude

Coaching ability

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Teams

MoneyGuidePro

Morningstar

Job description

A financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance and support to clients through virtual meetings. The ideal candidate will leverage interpersonal skills to build client relationships and utilize various financial planning tools, including Salesforce and MoneyGuidePro. This is a remote role requiring a Bachelor's degree and FINRA licensing within 90 days. Competitive base pay and comprehensive benefits package included.