Remote Financial Advisor — Reengage Clients with Purpose

Thrivent Financial; 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

Four weeks paid time off

Job summary

Thrivent Financial in Boston, Massachusetts, is seeking a Virtual Financial Advisor. In this role, you will engage with clients virtually, providing actionable financial advice and supporting their financial goals. You will utilize strong relationship-building and sales skills to connect with clients and guide them through their financial planning journey.

Thrivent offers an immersive onboarding experience, competitive compensation and benefits, and the opportunity to work remotely, making it a great opportunity for those looking to make a positive impact in clients' lives.

Qualifications

• Must be self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve their goals.
• Ability to guide clients with strong interpersonal skills.

Responsibilities

• Engage clients virtually using phone and video calls.
• Guide clients in maintaining their financial plans.
• Provide personal and actionable advice to clients.

Skills

Relationship-building skills

Sales experience

Interpersonal skills

Consultative skills

Self-discipline

Positive attitude

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Teams

MoneyGuidePro

Morningstar

Job description

Thrivent Financial in Boston, Massachusetts, is seeking a Virtual Financial Advisor. In this role, you will engage with clients virtually, providing actionable financial advice and supporting their financial goals. You will utilize strong relationship-building and sales skills to connect with clients and guide them through their financial planning journey.

Thrivent offers an immersive onboarding experience, competitive compensation and benefits, and the opportunity to work remotely, making it a great opportunity for those looking to make a positive impact in clients' lives.