Remote Virtual Financial Advisor: Grow Your Practice

Thrivent; Rogers (AR); On-site; USD 74,000 - 120,000; Full time

Benefits offered by this job

401(k) matching and a pension plan.

Life and disability income insurance.

Maternity/paternity leave and adoption

Surrogacy assistance

Four weeks paid time off + 20 hours Vt

Well-being programs

Gift matching program

Job summary

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients with purpose-based guidance across investments, insurance, banking and generosity. This remote role uses Teams or Zoom to meet clients and build lasting relationships, with onboarding, training, and support from Thrivent's collaborative team.

You’ll begin with comprehensive training, including pay and coaching to obtain state licenses, plus access to Thrivent Planning Platform, Salesforce, MoneyGuidePro and

Qualifications

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• State insurance licensed 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 skills and build sales experience to engage clients with confidence and clarity.
• Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.
• Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
• Have access to a large existing client base with the ability to also help your friends, family and natural market.
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.
• Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.

Skills

Relationship-building

Sales experience

Interpersonal skills

Education

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is seeking a Virtual Financial Advisor to re-engage existing clients with purpose-based guidance across investments, insurance, banking and generosity. This remote role uses Teams or Zoom to meet clients and build lasting relationships, with onboarding, training, and support from Thrivent's collaborative team.

You’ll begin with comprehensive training, including pay and coaching to obtain state licenses, plus access to Thrivent Planning Platform, Salesforce, MoneyGuidePro and