Remote Licensed Financial Advisor - Virtual Advice Team

Thrivent Financial; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Remote Licensed Financial Advisor, where you'll leverage your sales expertise to forge meaningful relationships and help clients achieve their financial goals. This innovative role offers the flexibility of remote work while being part of a supportive community that values collaboration and personal growth. Enjoy a comprehensive benefits package, including medical, dental, and 401(k) matching, all while making a tangible impact in clients' lives. If you're passionate about helping others and eager to thrive in a dynamic environment, this opportunity is perfect for you.

Benefits

Comprehensive medical, vision, and dental insurance

401(k) matching up to 6%

Pension plan

Tuition reimbursement

4-weeks of PTO

Up to 20 hours of volunteer time off

Corporate gift matching up to 2:1

Qualifications

• Must hold Series 7 and/or Series 66 licenses.
• Strong relationship builder with a positive attitude.

Responsibilities

• Build long-lasting client relationships through financial strategies.
• Conduct virtual appointments to understand client needs.

Skills

Sales Ability

Relationship Building

Collaborative Teamwork

Consultative Sales Models

Financial Strategy Development

Education

College Degree or Equivalent Work Experience

Tools

Salesforce

MoneyGuidePro

Job description

Remote Licensed Financial Advisor - Virtual Advice Team

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Locations: United States
Time Type: Full time
Posted on: Posted 3 Days Ago
Job Requisition ID: REQ-37030

With access to a large existing client base and supported by Thrivent’s unique focus on community engagement, the work you’ll do on our Virtual Advice team is as innovative as it is fulfilling.

Your Success; Our Blueprint
Nothing influences your success more than a solid roadmap to your growth. That’s why your journey on our team starts with a community of other virtual advisors learning and succeeding alongside you. It’s not just the backing of a Fortune 500 company but the support of peers and leaders who have walked in your shoes and mentor you along the way. Your onboarding will be an immersive and engaging experience. It's thoughtful, you’ll grow as an individual, and you'll build the foundation needed for success in your new career.

Where You Come In
You genuinely care (we mean it) about people and want to help them. You’re comfortable with technology, and the idea of a fast and innovative career within a Fortune 500 company sounds intriguing.

During each virtual appointment, the connection and trust you build with clients come from your innate ability to "get" them. You learn about their values and dreams and help them form a financial strategy to achieve their goals.

What You Bring
As a key driver of your own success, your role focuses on harnessing your natural sales ability to forge long-lasting relationships with clients by identifying new growth opportunities. Your ability to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. By combining your sales expertise with a genuine passion for helping people achieve the goals that matter most, this unique position will not only allow you to make a tangible and lasting impact on our clients' lives but will also contribute significantly to the company's growth.

The Flexibility of Working at Home with the Benefits of Connection, Culture, and Community
Connect with your clients from the comfort of your home, building deep and meaningful relationships that align with their goals and aspirations. Embrace a collaborative culture by taking advantage of weekly opportunities to work in the office alongside your leader and peers, where you’ll share insights and grow together as a team. And as part of Thrivent, you’ll be actively involved in your community, giving back and contributing to the greater good.

Do Work That Matters
...and aligns with your values and goals. We measure our success by the fulfillment of the people we serve and the communities we foster. We’re driven by a higher purpose at our core. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. In 2020 alone, we logged over 9 million volunteer hours to help our clients and our communities make a difference.

What We Offer

• Comprehensive medical, vision, and dental (we care about your health)
• 401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us)
• Robust tools like Salesforce, MoneyGuidePro, and more (also paid by us)
• Tuition reimbursement (we invest in your development)
• Flexibility to work from home or the office (whatever style brings you the most success)
• The exciting feel of a start-up (but the stability & backing of a Fortune 500 company)
• 4-weeks of PTO (take care of yourself so you can take care of our clients)
• Up to 20 hours of volunteer time off (help the people we serve and the communities we foster)
• Corporate gift matching up to 2:1 (where you donate, we’ll donate)

Job Qualifications

• Currently holds either a Series 7, and/or Series 66, or both a Series 6 and 63.
• Positive, Energetic & Results-Driven
• Collaborative and Team-Oriented
• Strong Relationship Builder
• College degree or equivalent work experience
• The ability to pass a background check (criminal and financial)
• Successfully complete FINRA Series 7 and 66 (or equivalent) and Life and Health Insurance exams within 90 days of hire/transfer.
• Eligibility to be securities registered and insurance licensed in all 50 states
• Experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies)

Licensing Requirements

You’re bringing your license to Thrivent, which means we review BrokerCheck for all applicants. This position is currently open to candidates in the 48 contiguous states. Unfortunately, we cannot accommodate applicants from Hawaii and Alaska at this time.

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additionally monthly sales bonuses based on sales results and your client impact. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.