Virtual Financial Advisor - Dallas - Hybrid

Thrivent is a diversified financial services organization that offers advice, insurance, investments, banking, and generosity products. As a Virtual Financial Advisor, you will provide clients with purpose-based financial guidance, helping them achieve financial confidence and connect with Thrivent's offerings. This hybrid role involves engaging with clients virtually and building a strong foundation in sales and client service.

Responsibilities

• Leverage your relationship-building skills and build 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 with the ability to also help your friends, family and natural market
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided
• Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so

Skills

• Bachelor's degree or equivalent experience
• 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
• Satisfactory background check (criminal and financial)
• 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

Benefits

• 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.
• Four 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.

Company Overview