Virtual Financial Advisor

Thrivent; Chicago (IL); Remote; USD 49,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Pension plan

Life and disability insurance

Maternity/paternity leave

Paid time off

Volunteer time off

Well-being programs

Gift matching

Job summary

Thrivent seeks a Virtual Financial Advisor in Chicago, IL to meet clients virtually, provide personalized financial guidance, and connect clients with Thrivent products and programs while upholding Thrivent’s mission and values. Ideal candidates are self-disciplined, coachable, and motivated by helping others achieve their goals.

A bachelor’s degree and appropriate FINRA and insurance licenses (or timely attainment) are required.

Qualifications

• 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).

Responsibilities

• Meet with clients virtually to provide personal, actionable and achievable advice.
• Guide Christians and others to create and maintain financial plans.
• Connect clients to Thrivent products and programs.
• Leverage your relationship-building skills to engage clients and build sales experience.
• Access a large client base and support your team with a collaborative culture.

Skills

Self-discipline

Independent

Driven to succeed

Coaching skills

Interpersonal skills

Collaborative

Positive attitude

Results oriented

Education

Bachelor’s degree or equivalent experience

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

As a Virtual Financial Advisor at Thrivent, you'll:

• Leverage your 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.

What You Bring

Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re:

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals, not just selling products.
• A natural coach or guide with strong interpersonal skills.
• Positive, energetic and results oriented.
• Collaborative and excited to contribute to your team.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

• 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).

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

• A base pay of $23.80-$26.45 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation.
• 401(k) matching and a pension plan.
• Life and disability income insurance.
• Maternity/paternity leave as well as adoption and surrogacy assistance.
• Four weeks of paid time off, plus up to 20 hours of volunteer time off.
• Well-being programs to help you manage your physical, emotional and financial health.
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.