Virtual Financial Advisor - Buffalo, New York - Remote
About the position Virtual Financial Advisor – Remote Buffalo, New York Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being. This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support. This is a remote role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: 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. What You Bring Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: 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. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role. 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. Requirements • Bachelor’s degree or equivalent experience. • Military veterans are encouraged to apply. • 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.