Virtual Financial Advisor - Charlotte Remote

Summary: Thrivent is a diversified financial services organization that focuses on providing purpose-based financial advice. As a Virtual Financial Advisor, you will engage clients virtually to deliver tailored financial guidance, helping them achieve their financial goals and connect with Thrivent's products and programs. 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 collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so Required Qualifications: - Bachelor's degree or equivalent experience - 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) Preferred Qualifications: - 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 Required Skills: FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 66, State insurance license - life, State insurance license - health, State insurance license - variable lines, Securities registration, Insurance licensing, Financial planning, Salesforce, MoneyGuidePro, Morningstar, Virtual communication tools, Consultative skills, Self-discipline, Independence, Coaching, Results orientation, Relationship-building Benefits: 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.