Hybrid Financial Advisor

Posted 4 hours ago

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About the role

  • Virtual Financial Advisor at Thrivent, providing purpose-based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well-being while working in a hybrid role.

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 and volunteer programs.

Job title

Financial Advisor

Job type

Experience level

Mid levelSenior

Salary

$24 - $26 per hour

Degree requirement

Bachelor's Degree

Location requirements

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