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Virtual Financial Advisor

1 month ago

Fort Worth, Texas, United States Thrivent Financial Full time
Unlock Your Potential as a Virtual Financial Advisor

Join Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our clients, and we're looking for talented individuals like you to join our team.

About the Role

As a Virtual Financial Advisor, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and helping them achieve their financial goals. You will work closely with our team to develop and implement customized financial plans that meet the unique needs of each client.

Key Responsibilities
  • Build and maintain strong relationships with clients through regular virtual appointments and ongoing communication
  • Provide personalized financial advice and guidance to clients, helping them achieve their financial goals
  • Develop and implement customized financial plans that meet the unique needs of each client
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to clients
  • Collaborate with our team to develop and implement new financial solutions and services
What We Offer

As a Virtual Financial Advisor at Thrivent Financial, you will enjoy a competitive salary, monthly sales bonuses, and a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and more. You will also have the opportunity to work from home or in our office, depending on your preference.

Requirements
  • Currently holds either a Series 7, and/or Series 66, or both a Series 6 and 63
  • Positive, energetic, and results-driven
  • Collaborative and team-oriented
  • Strong relationship builder
  • College degree or equivalent work experience
  • The ability to pass a background check (criminal and financial)
  • Successfully complete FINRA Series 7 and 66 (or equivalent) and Life and Health Insurance exams within 90 days of hire/transfer
  • Eligibility to be securities registered and insurance licensed in all 50 states
  • Experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies)
Licensing Requirements

You will be required to bring your license to Thrivent Financial, which means we will review BrokerCheck for all applicants. This position is currently open to candidates in the 48 contiguous states. Unfortunately, we cannot accommodate applicants from Hawaii and Alaska at this time.

Pay Transparency

Thrivent Financial's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market-competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additional monthly sales bonuses based on sales results and your client impact.