Virtual Financial Advisor - Dallas - Hybrid

Thrivent • Dallas, TX

3d • Hybrid

About The Position

Thrivent is seeking a Virtual Financial Advisor to join their team in Dallas, Texas. This hybrid role focuses on providing purpose-based financial advice, including investments, insurance, and banking, to clients. The advisor will re-engage existing clients through virtual appointments (phone, shared screens, video) and also have the opportunity to serve their natural market. The role offers a supportive environment, a robust advice framework, and training. Within 18-24 months, advisors will be equipped to join a local team or build their own practice. This is a hybrid position requiring up to 3 days per week in the office for training and connection, with remote work on other days. Thrivent provides a strong roadmap for growth, immersive onboarding, and support as a Fortune 500 leader. For those new to the industry, up to 3 months of pay and coaching are provided during licensing.

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).

Nice To Haves

• 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.
• Experience in outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry, or similar roles.

Responsibilities

• Leverage relationship-building skills 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.
• Connect clients to Thrivent products and programs.
• Access and serve a large existing client base, as well as friends, family, and natural market.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree