T

Thrivent

Financial services for individuals and communities

Virtual Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$21.64 - $28.85 /hr

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • FINRA Series 7 and Series 63, 65, or 66 are required, or must be obtained within 90 days.
  • State insurance licenses and appointments in life, health, and variable lines of authority are required, or must be obtained within 90 days.
  • Must be eligible to be securities registered and insurance licensed in all 50 states.
  • Must pass a satisfactory criminal and financial background check.
  • The role requires self-discipline, independence, and drive to succeed.
  • The role requires motivation to help others achieve their goals, not only to sell products.
  • The role requires strong interpersonal skills and the ability to coach or guide clients.
  • The role requires a positive, energetic, and results-oriented approach.
  • The role requires collaboration and contribution to a team.

Responsibilities

  • Proactively contact existing clients, including clients who have not recently worked with a financial professional, to schedule and hold appointments by phone, shared screen, or video.
  • Build relationships with clients and use consultative skills to establish trust and provide tailored recommendations.
  • Guide Christians and others who align with Thrivent's mission and values in creating and maintaining financial plans.
  • Meet virtually with clients to provide actionable financial advice and connect them with Thrivent products and programs.
  • Serve clients from the existing client base and the advisor's friends, family, and natural market.
  • Use the Thrivent Planning Platform, Salesforce, MoneyGuidePro, and Morningstar to support client advice.
  • Attend occasional in-person development and team-building opportunities.
  • Complete onboarding and training, including obtaining required state insurance and securities licenses if not already held.

About the Company

Thrivent

Financial services for individuals and communities

Thrivent combines financial advice, insurance, investments and banking with generosity programs to help individuals and communities thrive. It treats money as a tool rather than a goal, guiding over 2 million clients to plan and protect their finances while also supporting charitable giving. The company’s model centers on helping people build financial futures and live more generous lives through a broad suite of financial services and community-focused initiatives. Differentiators include its emphasis on generosity and community impact, long-standing 100-year legacy, and integrated approach across planning, protection, growth and philanthropy. The goal is to empower people to manage their finances responsibly and contribute to the well-being of their communities.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Minneapolis, MN
Founded
1902

Recently Posted Jobs

Explore more opportunities at Thrivent

See more jobs