Virtual Financial Advisor - Dallas at Thrivent Financial

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

08 May, 26

Salary

26.44

Posted On

07 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Sales Experience, Client Engagement, Financial Planning, Consultative Skills, Interpersonal Skills, Coaching, Team Collaboration, Positive Attitude, Results Orientation, Client Service, Communication, Problem Solving, Adaptability, Motivation, Trust Building

Industry

Financial Services

Description

Virtual Financial Advisor – Hybrid Dallas, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith. As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being. This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market. Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support. This is a hybrid role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues in the office up to 3 days per week, working remotely on other days. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity. 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 with the ability to also help your friends, family and natural market. Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided. Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so. What You Bring Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: 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 and results oriented. Collaborative and excited to contribute to your team. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. FINRA Series 7, 63/65 or 66 required or obtained within 90 days. 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. Satisfactory background check (criminal and financial). Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact. 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. Four 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. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additionally monthly sales bonuses based on sales results and your client impact. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Responsibilities

As a Virtual Financial Advisor, you will provide clients with personalized financial guidance and help them achieve their financial goals. You will engage with existing clients and your own network to deliver tailored recommendations and connect them to Thrivent products and programs.