What are the responsibilities and job description for the Financial Advisor - Virtual Advice Team (Remote) position at Thrivent Financial for Lutherans?
This job isn’t about finding clients; it’s about engaging them. This financial advisor role is different. With over 800,000 existing clients, the work you’ll do on our Virtual Advice team is as innovative as it is fulfilling. During each virtual appointment, the connection and trust you build with clients comes from your innate ability to "get" them. You learn about their values and dreams and help them form a financial strategy to achieve their goals. Does this sound like you? Do work that matters… ...and aligns with your values and goals. We measure our success by the fulfillment of the people we serve, and the communities we foster. We’re driven by a higher purpose at our core. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. In 2020 alone, we logged over 9 million volunteer hours to help our clients and our communities make a difference. Your success; our blueprint Nothing influences your success more than a solid roadmap to your growth. That’s why your journey on our team starts with a community of other virtual advisors learning and succeeding alongside you. It’s not just the backing of a Fortune 500 company, but support of peers and leaders who have walked in your shoes and mentor you along the way. ***This is a remote position within the United States. From Day 1, you’ll start at a competitive base salary of $50k-$55k/year and monthly sales bonuses based on sales results and your client impact. In addition, we offer a competitive benefit package including: 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) Coaching & Exam study materials for your Insurance, Series 7 & 66 Licenses (all 50 states - all paid by us) Robust tools like Salesforce, MoneyGuidePro, and more (also paid by us) Tuition reimbursement (you might have to fill out a form) 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 3:1 (where you donate, we’ll donate) Your onboarding will be an immersive and in-person experience (that work flexibility still exists after your onboarding). It's thoughtful, you'll grow as an individual, and you'll build the foundation needed for success in your new career. Helping clients helps everyone As a key driver of our team’s success, your role will focus on harnessing your natural sales ability to forge long-lasting relationships with clients by identifying new growth opportunities. Your ability to skillfully navigate advice-led conversations, identify client needs, and present tailored financial solutions will be vital to our continued success. By combining your sales expertise with a genuine passion for helping people achieve the goals that matter most, this unique position will not only allow you to make a tangible and lasting impact on our client’s lives but will also contribute significantly to the company's growth. Where you come in: You genuinely care (we mean it) 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. Job Qualifications: 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) Pass your Series 7/66 and life and health licensure within 90 days of hire/transfer Eligibility to be securities registered and insurance licensed in all 50 states Preferred Qualifications: Current Securities and/or Insurance Licenses (Life & Health, Series 7/6/63/66) Prior experience with Salesforce Prior experience with Financial Planning Prior experience leveraging consultative sales models Prior Knowledge of the financial industry Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
Salary : $50 - $55
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