Virtual Financial Advisor

October 14

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Thrivent

WebsiteLinkedInAll Job Openings

We offer financial advice • investments • insurance • banking and generosity programs.

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

Description

• With access to a large existing client base and supported by Thrivent’s unique focus on community engagement, the work you’ll do on our Virtual Advice team is as innovative as it is fulfilling. • Your onboard will be an immersive and engaging experience. • You genuinely care about people and want to help them. • You’re comfortable with technology and the idea of a fast and innovative career within a Fortune 500 company sounds intriguing. • During each virtual appointment, the connection and trust you build with clients comes from your innate ability to "get" them. • By combining your sales expertise with a genuine passion for helping people achieve the goals that matter most, this unique position will allow you to make a tangible and lasting impact on our clients' lives and contribute significantly to the company's growth.

Requirements

• Currently holds either a Series 7, and/or Series 66, or both a Series 6 and 63. • Positive, Energetic & 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)

Benefits

• Comprehensive medical, vision, and dental (we care about your health) • 401(k) matching up to 6% & a pension plan (we also care about your future financial well-being beyond a career with us) • Robust tools like Salesforce, MoneyGuidePro, and more (also paid by us) • Tuition reimbursement (we invest in your development) • Flexibility to work from home or the office (whatever style brings you the most success) • The exciting feel of a start-up (but the stability & backing of a Fortune 500 company) • 4-weeks of PTO (take care of yourself so you can take care of our clients) • Up to 20 hours of volunteer time off (help the people we serve and the communities we foster) • Corporate gift matching up to 2:1 (where you donate, we’ll donate)