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
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