Headquarters: Mpls-Corporate Center
URL: http://thrivent.com
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. In this role, you’ll gain experience working with clients virtually, build 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 a unique focus on community engagement, the work you 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 growth. Your onboarding will be immersive and engaging. 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 necessary state insurance and securities licenses 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 them to Thrivent products and programs.
- Leverage a large existing client base to help friends, family, and your natural market.
- Utilize robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar®.
- Benefit from a collaborative culture with colleagues eager to help you succeed.
- Enjoy the flexibility to work from home.
What You Bring Whether you’re a seasoned financial professional or exploring a career change, you could thrive as a Virtual Financial Advisor if you are:
- Self-disciplined, independent, and driven to succeed.
- Motivated by helping others achieve their goals rather than just selling products.
- A natural coach or guide with strong interpersonal skills.
- Positive, energetic, and results oriented.
- Collaborative and excited to contribute to your team.
Requirements
- Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
- Must have or obtain within 90 days the required licenses: Life and Health, Series 7, and Series 66.
- State insurance licensing and appointment in life, health, and variable lines of authority (or to be obtained within 90 days).
- Eligibility for securities registration and insurance licensing in all 50 states.
- Sales experience is required.
- Previous experience with Salesforce (or a similar CRM), financial planning, and consultative sales models is an advantage.
- Satisfactory criminal and financial background check.
Compensation and Benefits You’ll receive all the benefits of a Fortune 500 organization and more, including:
- Comprehensive medical, vision and dental coverage
- 401(k) matching and pension plan
- Life and disability income insurance
- Maternity/paternity leave with adoption and surrogacy assistance
- Tuition reimbursement
- Four weeks of paid time off plus up to 20 hours of volunteer time off
- Well-being programs to support your physical, emotional, and financial health
- Gift matching program for contributions to eligible nonprofit organizations
About Thrivent Thrivent is a diversified financial services organization serving more than 2.4 million clients with advice, insurance, investments, banking, and generosity programs. For over 100 years, Thrivent has helped Christians build their financial futures and live more generous lives. Today, as a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23), Thrivent is recognized for its strength and stability by independent rating agencies.
Thrivent values diversity and inclusion and is committed to providing 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 protected status.
To learn more about the privacy of your information, visit our workforce privacy policy.
To apply: https://weworkremotely.com/remote-jobs/thrivent-virtual-financial-advisor-minneapolis
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people committed to helping others thrive. The hourly wage range for this role is $24.03-$26.44 per hour, with additional monthly sales bonuses based on performance. The base pay is determined by factors such as location, experience, skills, business needs, and market demand.
Thrivent is dedicated to helping people be wise with money and live balanced, generous lives—which extends to our benefits.
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 protected status. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodations to individuals with disabilities. If you need an accommodation, please email human.resources@thrivent.com or call 800-847-4836 to request Human Resources assistance.
