Remote Financial Advisor: Purposeful Wealth Guidance

Thrivent; Dallas (TX); Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Comprehensive medical, vision and dent

401(k) matching and pension plan

Life and disability insurance

Maternity/paternity leave and surrogac

Tuition reimbursement

Paid time off and volunteer time off

Well-being programs

Gift matching program

Job summary

Thrivent in Dallas is seeking a Virtual Financial Advisor to deliver purpose-based financial guidance across investments, insurance, banking and generosity. This role focuses on re-engaging existing Thrivent clients and scheduling meaningful appointments via phone, screens, and video.

You’ll also build and serve your own natural market in a supportive, Fortune 500 environment. You’ll work in a hybrid setup, meeting clients virtually and in-office up to 3 days per week while gaining access to

Qualifications

• Bachelor’s degree or equivalent experience; military veterans encouraged.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State insurance license 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

• Leverage relationship-building to engage clients with confidence and clarity.
• Guide clients to create and maintain financial plans aligned with Thrivent’s mission and values.
• Meet with clients virtually to provide personal, actionable and achievable advice.
• Have access to a large existing client base with the ability to also help friends, family and natural market.
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar, and have modern hardware provided.

Skills

Relationship-building

Self-discipline

Helping others

Coaching

Team collaboration

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

MoneyGuidePro

Morningstar

Thrivent Planning Platform

Job description

Thrivent in Dallas is seeking a Virtual Financial Advisor to deliver purpose-based financial guidance across investments, insurance, banking and generosity. This role focuses on re-engaging existing Thrivent clients and scheduling meaningful appointments via phone, screens, and video.

You’ll also build and serve your own natural market in a supportive, Fortune 500 environment. You’ll work in a hybrid setup, meeting clients virtually and in-office up to 3 days per week while gaining access to