Thrivent seeks a Virtual Financial Advisor to re-engage existing clients through virtual appointments and deliver purpose-based guidance across investments, insurance, banking and generosity, with hybrid and remote options and the potential to build a local practice within Thrivent's framework.
Responsibilities
- Leverage relationship-building skills and develop sales experience to engage clients with confidence and clarity.
- Guide Christians and others who align with Thrivent’s mission to create and maintain financial plans that support lives of service and faith.
- Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
- Access a large existing client base and also help friends, family and your natural market.
- Utilize robust tools such as the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar, with modern computer hardware provided.
- Benefit from a collaborative culture with colleagues and leaders who aim for your success and are ready to help you achieve it.
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).
Technologies
- Thrivent Planning Platform
- Salesforce
- MoneyGuidePro
- Morningstar
- Microsoft Teams
- Zoom
Benefits
- Comprehensive medical, vision and dental coverage
- 401(k) matching plus a pension plan
- Life and disability income insurance
- Maternity, paternity, adoption and surrogacy assistance
- Tuition reimbursement
- Four weeks of paid time off plus up to 20 hours of volunteer time off
- Well-being programs for physical, emotional and financial health
- Gift matching program to double contributions to eligible nonprofits and volunteer programs
What you bring
- Self-disciplined, independent and driven to succeed
- Motivated by helping others achieve their goals, not just selling products
- Natural coach or guide with strong interpersonal skills
- Positive, energetic and results oriented
- Collaborative and eager to contribute to the team
About Thrivent
Thrivent is a diversified financial services organization serving more than 2.4 million clients with advice, insurance, investments, banking and generosity programs. For more than 120 years, Thrivent has helped Christians build financial futures and live more generous lives. It operates as a not-for-profit, membership-owned organization with $194 billion in assets under management/advisement. Privacy information is available at thrivent.com/privacy.
Pay Transparency
Compensation for this role combines base pay, bonus and incentives. The total annual compensation range is $73,500 to $120,000, depending on performance and other factors. Thrivent is an Equal Employment Opportunity employer and prohibits discrimination based on 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 law. Reasonable accommodations are available; interested applicants may contact human.resources@thrivent.com or call 800-847-4836 for assistance.
