Virtual Financial Advisor

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

📋 Description

• Utilize your relationship-building abilities and sales experience to confidently and clearly engage clients.

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

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

• Benefit from a substantial existing client base, with the opportunity to assist friends, family, and your wider network.

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

• Receive support from a collaborative environment with colleagues and leaders dedicated to your success and willing to assist you.

⛳️ Requirements

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

• Military veterans are highly encouraged to apply.

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

• State insurance licenses and appointments in life, health, and variable lines of authority are necessary or must be obtained within 90 days.

• Must be eligible to be securities registered and insurance licensed in 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, as well as assistance for adoption and surrogacy.

• Tuition reimbursement program.

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

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

• A gift matching program that doubles your contributions to eligible nonprofit organizations and volunteer initiatives to enhance your impact.