Virtual Financial Advisor - Dallas

Thrivent; Dallas (TX); Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Virtual Financial Advisor to provide expert financial advice with heart. This role offers the chance to impact lives through purpose-based advice and support clients in achieving their financial goals. You will work with a large existing client base and utilize robust tools to deliver personalized and actionable financial plans. With a supportive onboarding experience and the opportunity to grow within a Fortune 500 organization, this position is perfect for motivated individuals looking to make a difference in the financial services sector.

Benefits

401(k) matching

Pension plan

Life insurance

Paid time off

Volunteer time off

Maternity/paternity leave

Well-being programs

Gift matching program

Qualifications

• Bachelor’s degree or equivalent experience required.
• Active Life and Health licenses needed within 90 days.

Responsibilities

• Guide clients in creating and maintaining financial plans.
• Meet clients virtually to provide actionable advice.

Skills

Salesforce

Financial Planning

Consultative Sales

Interpersonal Skills

Education

Bachelor’s Degree

Tools

Thrivent Planning Platform

MoneyGuidePro

Morningstar

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from Thrivent

About the job

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

In this role, you’ll gain experience working with clients virtually, gain confidence with Thrivent’s Financial Planning Framework and Advice tools, and start to build a book of business. 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 will give you a fulfilling opportunity to grow in your career. We’ll support your goal of joining a financial advisory team in your area or leading your own practice.

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

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

• 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, and have the ability to help your friends, family and natural market
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home

What You Bring

Our culture and our people are special. Whether you’re a seasoned financial 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 & 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 or event managers, business development, admissions counselors, fundraisers 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
• The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
• 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
• Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• Satisfactory background check (criminal and financial)

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

• 401(k) matching and a pension plan
• Life and disability income insurance
• Maternity/paternity leave as well as adoption and surrogacy assistance
• 4-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

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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 additional 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.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Thrivent by 2x

Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

Pension plan

Paid maternity leave

Paid paternity leave

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