Virtual Financial Advisor

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Utilize your skill set in relationship-building and sales experience to confidently engage with clients.

• Assist Christians and others who resonate with Thrivent’s mission and values in developing and maintaining their financial plans, fostering lives of service and faith.

• Conduct virtual meetings with clients to deliver personalized, actionable, and attainable advice, while connecting them to Thrivent's products and programs.

• Benefit from an extensive existing client base, with opportunities to support friends, family, and your wider network.

• Take advantage of advanced tools such as the Thrivent Planning Platform, Salesforce, MoneyGuidePro®, and Morningstar, along with modern computer hardware provided.

• Enjoy the backing of a collaborative culture with colleagues and leaders who are committed to your success and willing to assist you.

⛳️ Requirements

• A bachelor’s degree or equivalent experience is required.

• Military veterans are encouraged to submit their applications.

• FINRA Series 7, 63/65 or 66 is required or must be obtained within 90 days.

• State insurance licensing and appointment in life, health, and variable lines of authority is necessary or must be secured within 90 days.

• Must be eligible to be securities registered and insurance licensed across all 50 states.

• A satisfactory background check (criminal and financial) is mandatory.

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage.

• 401(k) matching along with a pension plan.

• Life and disability income insurance.

• Maternity/paternity leave, in addition to adoption and surrogacy assistance.

• Tuition reimbursement opportunities.

• Four weeks of paid time off, plus up to 20 hours designated for volunteer time off.

• Well-being programs designed to support your physical, emotional, and financial health.

• Gift matching program to enhance your contributions to eligible nonprofit organizations and volunteer initiatives that align with your efforts to make a positive impact.