Virtual Financial Advisor - Minneapolis

Thrivent; Minneapolis (MN); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Virtual Financial Advisor to provide meaningful financial advice with heart. In this role, you will work with clients virtually, helping them build and protect their financial well-being through purpose-driven advice and access to a large client base. You will receive comprehensive support, including up to 90 days of pay while obtaining necessary licenses. This position offers flexibility to work from home and the opportunity to grow within a collaborative culture. Join a Fortune 500 firm dedicated to making a positive impact in the community.

Benefits

Comprehensive medical, vision, and dental

401(k) matching

Pension plan

Tuition reimbursement

Paid time off

Well-being programs

Gift matching program

Qualifications

• Must obtain Life and Health, Series 7, and Series 66 licenses within 90 days.
• Strong interpersonal skills and a drive to help clients achieve their goals.

Responsibilities

• Guide clients in creating and maintaining financial plans aligned with Thrivent’s values.
• Meet clients virtually and provide actionable financial advice.

Skills

Interpersonal Skills

Sales Experience

Coaching

Self-Discipline

Motivational Skills

Education

Bachelor’s Degree

Equivalent Experience

Tools

Salesforce

Thrivent Planning Platform

MoneyGuidePro

Morningstar

Job description

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.

Your Success; Our Blueprint

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:

1. 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.

2. Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.

3. Have access to a large existing client base, and have the ability to help your friends, family and natural market.

4. Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar.

5. Get the support of a collaborative culture with colleagues who want you to be successful and are willing to help you do so.

6. 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:

1. Self-disciplined, independent and driven to succeed.

2. Motivated by helping others and seeing them achieve their goals, not just selling products.

3. A natural coach or guide with strong interpersonal skills.

4. Positive, energetic & results oriented.

5. Collaborative and excited to contribute to your team.

Requirements

1. Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

2. The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66.

3. State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.

4. Eligibility to be securities registered and insurance licensed in all 50 states.

5. Sales experience.

6. Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage.

7. 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:

1. Comprehensive medical, vision and dental.

2. 401(k) matching and a pension plan.

3. Life and disability income insurance.

4. Maternity/paternity leave as well as adoption and surrogacy assistance.

5. Tuition reimbursement.

6. 4-weeks of paid time off, plus up to 20 hours of volunteer time off.

7. Well-being programs to help you manage your physical, emotional and financial health.

8. 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 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.