Virtual Financial Advisor - Atlanta
Thrivent(10 months ago)
About this role
A Virtual Financial Advisor at Thrivent provides virtual, purpose-based financial advice to clients—helping them create and maintain financial plans and connect to Thrivent products and programs. The role offers access to an existing client base and planning tools, with structured onboarding and licensing support to grow a book of business. It emphasizes community-focused service and career growth toward joining or leading a local advisory practice.
Required Skills
- Financial Planning
- Virtual Meetings
- Sales
- Salesforce
- MoneyGuidePro
- Morningstar
- Consultative Sales
- Client Coaching
- Interpersonal Skills
- Client Acquisition
Qualifications
- Bachelor’s Degree or Equivalent Experience
- Life and Health License
- Series 7
- Series 66
- State Insurance License (Life, Health, Variable)
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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