Introduction to Thrivent and Our Mission
At Thrivent, we're driven by a higher purpose to help people build their financial futures and live more generous lives. For over 100 years, we've been dedicated to making a positive impact on our clients and the communities we serve. As a Fortune 500 company, we offer the stability and backing of a well-established organization, combined with the excitement and innovation of a start-up. Our Virtual Advice team is at the forefront of this mission, providing personalized financial guidance to our clients through virtual appointments. We're now seeking an experienced and licensed financial advisor to join our team and contribute to our continued success.
Role Overview and Responsibilities
As a Licensed Financial Advisor on our Virtual Advice team, you'll play a key role in engaging with our clients, understanding their values and dreams, and helping them form a financial strategy to achieve their goals. Your primary focus will be on building long-lasting relationships with clients, identifying new growth opportunities, and presenting tailored financial solutions. You'll leverage your natural sales ability, combined with a genuine passion for helping people, to make a tangible and lasting impact on our clients' lives.
- Conduct virtual appointments with clients to understand their financial goals and objectives
- Develop and present personalized financial plans, leveraging your expertise and our robust tools and resources
- Build and maintain strong relationships with clients, providing ongoing guidance and support
- Identify new growth opportunities and present tailored financial solutions to clients
- Collaborate with our team of virtual advisors, sharing best practices and expertise to drive collective success
- Utilize our CRM system, Salesforce, to manage client interactions and track sales performance
Essential Qualifications and Skills
To be successful in this role, you'll need to possess the following essential qualifications and skills:
- Currently hold a Securities Series 7 license
- Positive, energetic, and results-driven, with a strong passion for helping people achieve their financial goals
- Collaborative and team-oriented, with excellent communication and interpersonal skills
- Strong relationship-building skills, with the ability to establish trust and rapport with clients
- College degree or equivalent work experience, with a strong understanding of financial planning and consultative sales models
- Ability to pass a background check (criminal and financial)
- Eligibility to be securities registered and insurance licensed in all 50 states
Preferred Qualifications and Experience
While not required, the following preferred qualifications and experience will be advantageous in this role:
- Previous experience with Salesforce (or a similar CRM) and financial planning software
- Experience with consultative sales models and strategies
- Strong understanding of investment products and services, including securities and insurance
- Previous experience working in a virtual or remote environment, with the ability to self-motivate and manage your time effectively
Career Growth Opportunities and Learning Benefits
At Thrivent, we're committed to supporting the growth and development of our employees. As a Licensed Financial Advisor on our Virtual Advice team, you'll have access to a range of career growth opportunities and learning benefits, including:
- Comprehensive onboarding program, designed to equip you with the skills and knowledge needed to succeed in your role
- Ongoing training and development opportunities, including workshops, webinars, and conferences
- Access to our robust tools and resources, including Salesforce, MoneyGuidePro, and more
- Opportunities for advancement and career progression, including leadership roles and specialized positions
- Tuition reimbursement program, to support your ongoing education and professional development
Work Environment and Company Culture
At Thrivent, we're proud of our unique company culture, which is built on a foundation of values and principles. As a Licensed Financial Advisor on our Virtual Advice team, you'll be part of a dynamic and supportive team, with a strong focus on collaboration, innovation, and client-centricity. You'll enjoy a range of benefits, including:
- Flexible work arrangements, including the ability to work from home or in one of our office locations
- Competitive compensation package, including a base salary and monthly sales bonuses
- Comprehensive benefits package, including medical, vision, and dental coverage, as well as a 401(k) matching program and pension plan
- Opportunities for volunteerism and community involvement, including up to 20 hours of volunteer time off per year
- Corporate gift matching program, to support your charitable giving and community involvement
Compensation, Perks, and Benefits
As a Licensed Financial Advisor on our Virtual Advice team, you'll enjoy a competitive compensation package, including:
- Base salary range of $50,000 - $55,000 per year, depending on experience and performance
- Monthly sales bonuses, based on sales results and client impact
- Comprehensive benefits package, including medical, vision, and dental coverage, as well as a 401(k) matching program and pension plan
- Flexible work arrangements, including the ability to work from home or in one of our office locations
- Opportunities for volunteerism and community involvement, including up to 20 hours of volunteer time off per year
- Corporate gift matching program, to support your charitable giving and community involvement
Conclusion and Call to Action
If you're a motivated and licensed financial advisor, with a passion for helping people achieve their financial goals, we encourage you to apply for this exciting opportunity. As a Licensed Financial Advisor on our Virtual Advice team, you'll have the chance to make a real difference in the lives of our clients, while enjoying a range of career growth opportunities and learning benefits. Don't miss out on this chance to join our dynamic and supportive team – apply now to take the first step towards a rewarding and challenging career with Thrivent.
Ready to apply? Click the link below to submit your application and take the first step towards an exciting and rewarding career with Thrivent.
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