Virtual Financial Advisor - Charlotte

About the role

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. 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.

Responsibilities

• 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 a collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.

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).

Skills

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.

Benefits

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.

Pay

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:
A base pay of $21.64-$24.04 per hour with additional monthly sales bonuses based on sales results and your client impact.
The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation.
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.

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. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. 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.

Equal Employment Opportunity

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. Thrivent is committed to providing 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.