Virtual Financial Advisor - Dallas
Thrivent(7 months ago)
RemoteFull TimeMedior$48,060 - $52,880Financial Advisory
Apply NowAbout this role
The Virtual Financial Advisor at Thrivent delivers purpose-based financial advice virtually to help clients build, grow, and protect their financial well-being through investments, insurance, banking, and generosity programs. The role includes an immersive onboarding experience, access to a large existing client base, and use of Thrivent’s planning tools and platforms. It supports career growth toward joining a local advisory team or leading an independent practice.
Required Skills
- Financial Planning
- Virtual Meetings
- Consultative Sales
- Salesforce
- MoneyGuidePro
- Morningstar
- Sales
- Coaching
- Interpersonal Skills
- Self-Discipline
Qualifications
- Bachelor's Degree
- Life And Health License
- Series 7
- Series 66
- State Insurance License
- Background Check
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
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