Financial Analyst overseeing fundraising relationship with ECHO and ensuring compliance with financial reporting. Collaborating with internal teams and maintaining integrity of financial systems.
About the role
- Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Responsibilities
- Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity
- 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 with the ability to also help your friends, family and natural market
- Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided
- Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so
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)
Benefits
- Comprehensive medical, vision and dental
- 401(k) matching and a pension plan
- Life and disability income insurance
- Maternity/paternity leave as well as adoption and surrogacy assistance
- Tuition reimbursement
- Four 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
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