Virtual Financial Advisor - Dallas
About the position Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you'll gain experience working with clients virtually, gain confidence with Thrivent's Financial Planning Framework and Advice tools, and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own practice. Responsibilities • 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) 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 & results oriented • Collaborative and excited to contribute to your team 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