Hybrid Financial Advisor

Posted 2 weeks ago

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About the role

  • Virtual Financial Advisor providing clients with purpose-based financial guidance around investments, insurance, banking, and generosity at Thrivent. Engaging existing clients and building a strong client base in a hybrid work environment.

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 that support your efforts to make a difference

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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