Virtual Financial Advisor

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

📋 Description

• Utilize your relationship-building abilities and sales expertise to confidently engage with clients.

• Assist Christians and others 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 deliver personalized, actionable, and attainable advice while connecting them to Thrivent products and programs.

• Benefit from a substantial existing client base, with the opportunity 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 support of a collaborative environment with colleagues and leaders dedicated to your success and ready to assist you.

⛳️ Requirements

• A Bachelor’s degree or equivalent experience is necessary.

• Military veterans are encouraged to submit their applications.

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

• Required to be state insurance licensed and appointed in life, health, and variable lines of authority, or achieve this within 90 days.

• Must be eligible for securities registration and insurance licensing in all 50 states.

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

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage.

• 401(k) matching contributions and a pension plan.

• Life and disability income insurance.

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

• Tuition reimbursement opportunities.

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

• Well-being programs designed to assist you in managing your physical, emotional, and financial health.

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