Talent.com
Virtual Financial Advisor - Atlanta
Virtual Financial Advisor - AtlantaThrivent Financial • Atlanta, GA, United States
Virtual Financial Advisor - Atlanta

Virtual Financial Advisor - Atlanta

Thrivent Financial • Atlanta, GA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

In this role, you'll gain experience working with clients virtually, gain confidence with Thrivent's Financial Planning Framework and Advice tools, and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own practice.

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 90 days 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 :

  • 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, and have the ability to help your friends, family and natural market
  • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar®
  • Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
  • Flexibility to work from home

What You Bring

Our culture and our people are special. Whether you're a seasoned financial 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 & 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 or event managers, business development, admissions counselors, fundraisers 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
  • The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
  • 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
  • Sales experience
  • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
  • 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 :

  • 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
  • 4-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 100 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 $179 billion in assets under management / advisement (as of 12 / 31 / 23). 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, citizenship 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 additional 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.

    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.

    [job_alerts.create_a_job]

    Financial Advisor • Atlanta, GA, United States

    [internal_linking.related_jobs]
    Financial Advisor - Atlanta, GA - Market 35, Region 276

    Financial Advisor - Atlanta, GA - Market 35, Region 276

    Edward Jones • Atlanta, GA, United States
    [job_card.full_time]
    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level - Financial Advisor - Atlanta, GA (4037)

    Entry Level - Financial Advisor - Atlanta, GA (4037)

    Equitable Services • Atlanta, GA, United States
    [job_card.full_time]
    Entry Level – Financial Advisor - Atlanta, GA (4037) ( 210000V3 ).Our network of over 4,300 financial professionals across the U. In total, ​​Equitable​ Advisors serves 2.Our mission is simple : to m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Alpharetta, GA, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Wealth Advisor (Private Client - Personal Strategy) - Atlanta region

    Private Wealth Advisor (Private Client - Personal Strategy) - Atlanta region

    Empower Retirement • Atlanta, Georgia, United States
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Premier Banker or Advisor- Downtown Atlanta

    Premier Banker or Advisor- Downtown Atlanta

    Atlanta Staffing • Atlanta, GA, US
    [job_card.full_time] +1
    Truist Financial Corporation Job Posting.Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor Delta Community Credit Union

    Wealth Advisor Delta Community Credit Union

    LPL Financial • Atlanta, GA, US
    [job_card.full_time]
    Wealth Advisor Delta Community Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Co...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PWM Private Wealth Advisor

    PWM Private Wealth Advisor

    U.S. Bancorp • Atlanta, GA, US
    [job_card.full_time]
    Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor III - Atlanta

    Wealth Advisor III - Atlanta

    Truist • Atlanta, GA, US
    [job_card.full_time] +2
    Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EntryLevel Financial Advisor

    EntryLevel Financial Advisor

    Apogee Financial Partners • Atlanta, GA, United States
    [job_card.full_time]
    Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Peachtree Corners, GA, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level - Financial Advisor - Atlanta, GA (5143)

    Entry Level - Financial Advisor - Atlanta, GA (5143)

    Equitable Advisors LLC • Atlanta, GA, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Advisor

    Client Advisor

    Your IT Recruiter • Atlanta, Georgia, USA
    [job_card.full_time]
    Your IT Recruiter is looking for a.You are a driven and self-motivated sales professional who thrives on building trusted client relationships and identifying strategic business opportunities.With ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Entry Level - Financial Advisor - Atlanta, GA (5143)

    Entry Level - Financial Advisor - Atlanta, GA (5143)

    Equitable Holdings • Atlanta, GA, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, ​​Equitable​ Advisors serves 2.Our mission is simple : to make a difference in the lives of others.If you are passionate abou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Advisor, Atlanta

    Client Advisor, Atlanta

    Zimmermann • Atlanta, GA, United States
    [job_card.full_time]
    This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Financial Advisor

    Licensed Financial Advisor

    The Piedmont Group • Dunwoody, GA, United States
    [job_card.full_time]
    As a Licensed Financial Advisor, you'll serve as a trusted partner to individuals and families as they navigate life's most important financial milestones-from saving for education and purchasing a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Alpharetta, GA, United States
    [job_card.full_time]
    Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr. Advisor, Financial Systems

    Sr. Advisor, Financial Systems

    Cardinal Health • Atlanta, GA, United States
    [job_card.full_time]
    What Financial Operating Systems (FOS) contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal contro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    HomeTrust Bank • Alpharetta, GA, United States
    [job_card.full_time]
    The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and unders...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]