Remote Financial Advisor – Purposeful, Client-Focused Guidance

Thrivent; Boston (MA); Remote; USD 36,000 - 40,000; Full time

Benefits offered by this job

Medical, Vision, Dental

401(k) matching and pension

Life and disability insurance

Paid time off

Tuition reimbursement

Job summary

Thrivent is hiring a Virtual Financial Advisor to re-engage existing clients and deliver purpose-based financial guidance remotely. You will schedule and hold meaningful appointments through phone, screen sharing, and video, building trust and tailoring recommendations for investments, insurance, banking, and generosity.

Supported by a Fortune 500 framework, you’ll receive thorough training and, within 18–24 months, may join a local Thrivent team or build your own practice with our support—while

Qualifications

• Bachelor’s degree or equivalent experience.
• 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

• Engage clients with confidence to build relationships.
• Guide clients who align with Thrivent’s mission to create and maintain their financial plans.
• Meet with clients virtually to provide personal, actionable advice.
• Leverage access to a large existing client base and grow through natural market interactions.
• Utilize Thrivent tools and platforms to deliver outcomes.

Skills

Relationship-building

Coaching

Interpersonal skills

Self-discipline

Goal-oriented

Education

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is hiring a Virtual Financial Advisor to re-engage existing clients and deliver purpose-based financial guidance remotely. You will schedule and hold meaningful appointments through phone, screen sharing, and video, building trust and tailoring recommendations for investments, insurance, banking, and generosity.

Supported by a Fortune 500 framework, you’ll receive thorough training and, within 18–24 months, may join a local Thrivent team or build your own practice with our support—while