Virtual Financial Advisor

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $25 - $28 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• 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.

🎯 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).

🏖️ 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.