Remote Virtual Financial Advisor: Purpose & Growth

Thrivent; United States; Remoto; USD 74.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) matching

Pension plan

Life and disability insurance

Maternity/paternity leave and adoption

Four weeks PTO and volunteer time off

Well-being programs

Gift matching program

Descrizione del lavoro

Thrivent is seeking a Virtual Financial Advisor to re‑engage existing clients and schedule meaningful appointments via phone, screen sharing, and video. You will guide clients to actionable financial plans, leveraging Thrivent’s advice framework and a broad product suite, including investments and insurance.

The role is remote, with training, virtual collaboration, and opportunities to join a local team or build your own practice within 18–24 months.

Competenze

• Bachelor’s degree or equivalent experience.
• 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).

Mansioni

• Leverage relationship-building skills 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.
• 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.

Conoscenze

Relationship building

Interpersonal skills

Consultative selling

Self-discipline

Team collaboration

Formazione

Bachelor’s degree or equivalent experience

Strumenti

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Descrizione del lavoro

Thrivent is seeking a Virtual Financial Advisor to re‑engage existing clients and schedule meaningful appointments via phone, screen sharing, and video. You will guide clients to actionable financial plans, leveraging Thrivent’s advice framework and a broad product suite, including investments and insurance.

The role is remote, with training, virtual collaboration, and opportunities to join a local team or build your own practice within 18–24 months.