Virtual Financial Advisor

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

📋 Description

• Utilize your relationship-building talents and sales expertise to engage clients with assurance and clarity.

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

• Conduct virtual meetings with clients to offer personal, actionable, and attainable advice while connecting them to Thrivent products and programs.

• Benefit from an extensive existing client base while also being able to assist your friends, family, and natural market.

• Access powerful tools such as the Thrivent Planning Platform, Salesforce, MoneyGuidePro®, and Morningstar, along with modern computer hardware provided.

• Enjoy the backing of a collaborative environment with colleagues and leaders dedicated to your success and eager to assist you in achieving it.

⛳️ Requirements

• Bachelor’s degree or equivalent experience is required.

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

• Must hold a state insurance license and be appointed in life, health, and variable lines of authority, or obtain it 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 required.

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage.

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

• Life and disability income insurance.

• Maternity/paternity leave, as well as assistance for adoption and surrogacy.

• Tuition reimbursement opportunities.

• Four weeks of paid time off, in addition to up to 20 hours of volunteer time off.

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

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