Licensed Financial Advisor
Job Description:
• 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, and have the ability to help your friends, family and natural market
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home
Requirements:
• Bachelor’s degree or equivalent experience.
• Military veterans are encouraged to apply
• The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
• 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
• Sales experience
• Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• 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
• 4-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
Apply tot his job
Apply To this Job
• 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, and have the ability to help your friends, family and natural market
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home
Requirements:
• Bachelor’s degree or equivalent experience.
• Military veterans are encouraged to apply
• The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
• 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
• Sales experience
• Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• 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
• 4-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
Apply tot his job
Apply To this Job