Virtual Financial Advisor - Milwaukee
Thrivent(1 month ago)
About this role
The Virtual Advisor delivers tailored financial guidance to re-engage existing Thrivent clients using the company’s advice framework. The role schedules and conducts client appointments via phone, screen-sharing, and video to assess financial goals and recommend actions to improve clients' financial well-being.
Required Skills
- Sales
- Relationship Building
- Advice-Led Conversations
- Financial Analysis
- Communication
- Influencing
- Client Service
- Salesforce
- Regulatory Compliance
Qualifications
- College Degree Or Equivalent Experience
- FINRA Series 7
- FINRA Series 66
- Life And Health Insurance Exam
- Multi-State Licensing Eligibility
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
View more jobs at Thrivent →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Thrivent
Similar Jobs
Financial Representative
LPL Financial(1 month ago)
Mortgage Advisor F2F
Barclays(12 days ago)
Virtual Financial Consultant
TIAA(1 month ago)
Business Financial Advisor
Astron Energy South Africa (Pty) Ltd(28 days ago)
Business Financial Advisor
Astron Energy South Africa (Pty) Ltd(1 month ago)
Virtual Financial Consultant Multi-Lingual
TIAA(1 month ago)