Remote Financial Advisor – Purposeful Client Guidance

Thrivent; Boston (MA); On-site; USD 74,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental

401(k) matching

Tuition reimbursement

Paid time off and volunteer time off

Job summary

Thrivent is seeking a Virtual Financial Advisor for a remote position based in Boston, Massachusetts. This role emphasizes building relationships and providing clients with financial guidance that aligns with their values of service and faith.

In this position, you'll leverage digital tools to engage clients and drive their financial success. Exceptional training and support are provided as you work towards obtaining necessary licenses, ensuring you’re prepared to thrive in your career.

Compensation includes a base pay along with bonuses, comprehensive benefits, and opportunities for growth.

Qualifications

• Self-disciplined, independent and driven to succeed.
• Natural coach or guide with strong interpersonal skills.
• Positive, energetic and results oriented.

Responsibilities

• Engage clients with confidence and clarity.
• Provide personal, actionable and achievable advice.
• Connect clients to Thrivent products and programs.

Skills

Relationship-building skills

Interpersonal skills

Sales experience

Motivated by helping others

Education

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is seeking a Virtual Financial Advisor for a remote position based in Boston, Massachusetts. This role emphasizes building relationships and providing clients with financial guidance that aligns with their values of service and faith.

In this position, you'll leverage digital tools to engage clients and drive their financial success. Exceptional training and support are provided as you work towards obtaining necessary licenses, ensuring you’re prepared to thrive in your career.

Compensation includes a base pay along with bonuses, comprehensive benefits, and opportunities for growth.