Virtual Financial Advisor - Atlanta
Thrivent is a diversified financial services organization that focuses on providing clients with purpose-based advice around investments, insurance, banking, and generosity. As a Virtual Financial Advisor, you will engage clients virtually, delivering financial guidance and building trust to help them achieve their financial goals.
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)
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