Virtual Financial Advisor: Purposeful Wealth Guidance

Thrivent Financial; Minneapolis (MN); Hybrid; USD 32,786 - 36,437; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental

401(k) matching

Life and disability income insurance

Tuition reimbursement

Paid time off

Job summary

A leading financial services company is seeking a Virtual Financial Advisor in Minneapolis, Minnesota. In this hybrid role, you'll provide meaningful financial guidance and strengthen client relationships. You will leverage relationship-building skills to engage clients, focusing on re-engaging existing clients. Candidates should have a Bachelor's degree and the ability to acquire necessary licenses. Competitive base pay is offered, along with comprehensive benefits including PTO, health insurance, and a 401(k) with matching.

Qualifications

• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve their goals.
• Eligible to obtain state insurance and securities licenses.

Responsibilities

• Engage clients with confidence and clarity.
• Provide personal, actionable, and achievable advice.
• Schedule and hold virtual appointments with clients.

Skills

Relationship-building skills

Strong interpersonal skills

Sales experience

Positive and energetic attitude

Collaborative mindset

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Teams

Zoom

Salesforce

MoneyGuidePro

Morningstar

Job description

A leading financial services company is seeking a Virtual Financial Advisor in Minneapolis, Minnesota. In this hybrid role, you'll provide meaningful financial guidance and strengthen client relationships. You will leverage relationship-building skills to engage clients, focusing on re-engaging existing clients. Candidates should have a Bachelor's degree and the ability to acquire necessary licenses. Competitive base pay is offered, along with comprehensive benefits including PTO, health insurance, and a 401(k) with matching.