Remote Financial Advisor – Purposeful Client Guidance

Thrivent; St. Louis (MO); A distancia; USD 30.000 - 33.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Pension plan

Life and disability insurance

Paid time off

Volunteer time off

Tuition reimbursement

Gift matching program

Descripción de la vacante

Thrivent is seeking a Virtual Financial Advisor to engage clients virtually, offering purpose-based guidance across investments, insurance, banking and generosity. You will build trust, tailor recommendations, and support financial well-being from a remote setting.

You’ll re-engage existing Thrivent clients, schedule meaningful appointments via phone, screen sharing, and video, and have opportunities to serve your own market. Training and license support are provided.

Formación

• Bachelor’s degree or equivalent experience.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State life/health licenses or obtained within 90 days.
• Eligibility to be securities registered and insurance licensed in all 50 states.
• Satisfactory background check.

Responsabilidades

• Leverage relationship-building to engage clients with confidence and clarity.
• Guide clients aligned 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 serve your natural market.

Conocimientos

Relationship-building

Sales experience

Interpersonal skills

Coaching/mentoring

Positive attitude

Educación

Bachelor's degree or equivalent experience

Herramientas

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Descripción del empleo

Thrivent is seeking a Virtual Financial Advisor to engage clients virtually, offering purpose-based guidance across investments, insurance, banking and generosity. You will build trust, tailor recommendations, and support financial well-being from a remote setting.

You’ll re-engage existing Thrivent clients, schedule meaningful appointments via phone, screen sharing, and video, and have opportunities to serve your own market. Training and license support are provided.