Virtual Financial Advisor - Minneapolis
Virtual Financial Advisor - Minneapolis
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Job Description
Meaningful work. Rewarding career.
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 youll have an impact on the lives of the people you serve helping them build grow and protect financial wellbeing through purposebased advice investments insurance banking and generosity.
In this role youll gain experience working with clients virtually gain confidence with Thrivents 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 Thrivents unique focus on community engagement the work youll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. Well 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. Youll receive the support stability and opportunity of a Fortune 500 leader. And if youre 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 youll:
Guide Christians and others who align with Thrivents 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 youre a seasoned financial professional or looking for a career change you could be a successful Virtual Financial Advisor if youre:
Selfdisciplined 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
Bachelors 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
Youll get all the benefits of a Fortune 500 organization and more. Here youll 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
4weeks of paid time off plus up to 20 hours of volunteer time off
Wellbeing 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 notforprofit membershipowned 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 Moodys Investors Service; and an AA rating from S&P Global Ratings. Ratings are based on Thrivents financial strength and claimspaying ability but do not apply to investment product performance.
Thrivent values diversity and inclusion and were 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/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 toprovideinvestment advisory services. Visit Thrivent or FINRAs Broker Check for more information about our financial advisors.
Pay Transparency
Thrivents longterm growth depends on attracting rewarding and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract reward and retain top talent. The applicable hourly wage range for this role is $24.03$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact. The base pay actually offered will be determined by a variety of factors including but not limited to location relevant experience skills and knowledge business needs market demand and other factors Thrivent deems important.
Pay Transparency
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 toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
