Virtual Financial Advisor

Virtual Financial Advisor at Thrivent delivering purpose-based financial guidance to re-engage existing clients virtually, with potential to build a local practice within 18-24 months.

Responsibilities

• Build and apply relationship skills to engage clients with confidence, while expanding sales experience.
• Guide individuals who share Thrivent's mission toward creating and maintaining financial plans that support lives of service and faith.
• Meet with clients virtually to provide personalized, actionable advice and connect them to Thrivent products and programs.
• Proactively re-engage existing Thrivent clients by scheduling meaningful appointments via phone, screen sharing, and video.
• Access a large existing client base while also serving your personal network and natural market.
• Utilize robust tools such as the Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar, with modern hardware provided.
• Benefit from a collaborative culture with colleagues and leaders focused on your success.
• Conduct virtual meetings using Microsoft Teams and Zoom.
• Hybrid role available in Minneapolis, Dallas, Milwaukee, Denver, or Atlanta; fully remote for other locations.

Role Description

• Leverage relationship-building to engage clients with confidence and clear guidance, while developing sales experience.
• Guide Christians and others who align with Thrivent's mission to create and maintain financial plans supporting service and faith.
• Meet virtually to provide personal, actionable advice and connect clients to Thrivent products and programs.
• Access a large existing client base and opportunities to help friends, family, and your natural market.
• Utilize Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar, with provided modern hardware.
• Benefit from a collaborative culture that supports your success from colleagues and leaders.

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 life, health and variable insurance license or obtained within 90 days; appointed to sell Thrivent products where applicable.
• 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

• Base pay of $21.64-$28.85 per hour with additional monthly sales bonuses based on results and client impact; average total compensation for this full-time role is $78,000, with top advisors exceeding $120,000.
• Comprehensive medical, vision and dental coverage.
• 401(k) matching and a pension plan.
• Life and disability income insurance.
• Maternity/paternity leave and adoption or surrogacy assistance.
• Tuition reimbursement.
• Four weeks of paid time off, plus up to 20 hours of volunteer time off.
• Well-being programs addressing physical, emotional and financial health.
• Gift matching program to double donations to eligible nonprofit organizations and volunteer programs.

What You Bring

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others achieve their goals, not solely by selling products.
• Natural coach or guide with strong interpersonal skills.
• Positive, energetic and results-oriented mindset.
• Collaborative and eager to contribute to the team.

Pay Transparency

Compensation for this role combines base pay, bonuses and incentives. The total compensation range for this full-time position is $73,500 - $120,000 per year, varying by performance and geography.

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 over 120 years, Thrivent has helped Christians build financial futures and live more generous lives. It operates as a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent holds ratings including A++ from AM Best, Aa2 from Moody's, and AA+ from S&P Global Ratings. Ratings reflect financial strength and claims-paying ability and do not guarantee investment product performance.