Virtual Financial Advisor

You’ve mastered sales. Now make it meaningful.

Thrivent is more than a financial services company – we’re a community built around impact and generosity that empowers lives of service and faith. Here, base pay rewards your time, bonuses reward your talent and our team culture rewards your heart.

As a Virtual Financial Advisor, youll use your strong sales skills to connect, influence and guide clients toward financial clarity and confidence.

This role is ideal for those who thrive on building relationships and driving results through consultative selling. You’ll offer purpose-based advice across investments, insurance, banking and generosity.

No prospecting or marketing is required; instead, youll have access to a large existing client base – many of whom have not connected with an advisor for years -- and the opportunity to engage your own natural market.

Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll launch your career with a strong foundation in sales and client service. Within 24-36 months, you’ll be equipped to join a local financial advisor team or lead your own practice.

This is a hybrid role. You’ll work in-office several days a week to build culture and collaborate with colleagues, while meeting with clients virtually using tools like Zoom. The virtual aspect refers to how you connect with clients, not where you work from.

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 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

As a Virtual Financial Advisor at Thrivent, you’ll:

• Leverage your relationship-building and sales experience to engage clients with confidence and clarity.
• 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, Money Guide Pro ® and Morningstar
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Have hybrid flexibility, working in the office alongside your colleagues some days with the ability to work remotely on others

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 and 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
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days
• 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
• 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)

You’ll get all the benefits…