Virtual Financial Advisor - Dallas - Hybrid

Thrivent • Fort Worth, TX

1d • Hybrid

About The Position

Thrivent is a financial services company focused on generosity, saving, and investing, empowering lives of service and faith. As a Virtual Financial Advisor, you will provide purpose-based advice on investments, insurance, banking, and generosity. This role involves re-engaging existing Thrivent clients who haven't recently worked with a financial professional, proactively scheduling and holding virtual appointments via phone, shared screens, and video. You will also have the opportunity to serve your own natural market. Thrivent offers robust advice frameworks, a commitment to community engagement, and a collaborative team environment. Within 18-24 months, you'll be prepared to join a local team or build your own practice. This is a hybrid role, requiring virtual client meetings and in-office training/collaboration up to 3 days per week, with remote work on other days. Thrivent is a diversified financial services organization serving over 2.4 million clients with advice, insurance, investments, banking, and generosity products. For over 120 years, it has helped Christians build financial futures and live generous lives. It is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24), holding strong ratings from AM Best, Moody's, and S&P Global Ratings. Thrivent believes money is a tool, not a goal, and is committed to providing financial advice to help people make the most of what they've been given. It is a membership-owned fraternal organization and a holistic financial services organization, dedicated to serving unique client needs and guiding them toward financial choices for today and tomorrow. Thrivent fosters a diverse workforce and offers a full range of expert financial solutions.

Requirements

• 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).

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.

Benefits

• A base pay of $23.80-$26.45 per hour with additional monthly sales bonuses based on sales results and your client impact.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees