Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
In this role, you'll gain experience working with clients virtually, gain confidence with Thrivent's Financial Planning Framework and Advice tools, and start to build a book of business. 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 will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own practice.
Your Success; Our Blueprint
Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You'll receive the support, stability and opportunity of a Fortune 500 leader. And if you're new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.
Role Description
As a Virtual Financial Advisor at Thrivent, you'll:
Guide Christians and others who align with Thrivent's mission and values to create and maintain their financial plans, enabling lives of service and faith
Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs
Have access to a large existing client base, and have the ability to help your friends, family and natural market
Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar®
Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
Flexibility to work from home
What You Bring
Our culture and our people are special. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're:
Self-disciplined, independent and driven to succeed
Motivated by helping others and seeing them achieve their goals, not just selling products
A natural coach or guide with strong interpersonal skills
Positive, energetic & results oriented
Collaborative and excited to contribute to your team
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply
The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days
Eligibility to be securities registered and insurance licensed in all 50 states
Sales experience
Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
Satisfactory background check (criminal and financial)
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Comprehensive medical, vision and dental
401(k) matching and a pension plan
Life and disability income insurance
Maternity/paternity leave as well as adoption and surrogacy assistance
Tuition reimbursement
4-weeks of paid time off, plus up to 20 hours of volunteer time off
Well-being programs to help you manage your physical, emotional and financial health
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.