Remote Licensed Financial Advisor - Virtual Advice Team
Thrivent(8 months ago)
About this role
A Virtual Financial Advisor at Thrivent delivers purpose-driven financial guidance to clients through virtual channels, supported by Thrivent’s planning framework and advice tools. The role is part of a membership-owned financial services firm focused on investments, insurance, banking and generosity, and offers structured onboarding and licensing support to build a book of business.
Required Skills
- Financial Planning
- Consultative Sales
- Salesforce
- MoneyGuidePro
- Morningstar
- Client Relations
- Virtual Advising
- Interpersonal Skills
- Coaching
- Self-Discipline
Qualifications
- Bachelor’s Degree
- Life and Health License
- Series 7
- Series 66
- State Insurance License (Life, Health, Variable)
- Background Check
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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