Thrivent Financial Logo

Thrivent Financial

Virtual Financial Advisor - Denver

Posted 16 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Colorado Springs, CO
24-26 Hourly
Junior
In-Office or Remote
Hiring Remotely in Colorado Springs, CO
24-26 Hourly
Junior
The Virtual Financial Advisor engages with clients to provide tailored financial advice, handle inquiries, and recommend products, while ensuring compliance with regulations.
The summary above was generated by AI

      

The Virtual Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, the primary objective as a Virtual Advisor is to re-engage existing Thrivent clients, deliver tailored recommendations, and helping clients take action to enhance their financial well-being.
This role proactively connects with Thrivent clients by making outbound calls to schedule and hold appointments with clients via phone, shared screens, and video. Additionally, a portion of client interactions and meetings will come from referrals.
Through pre-planned, well-structured appointments, the Virtual Advisor will delve into clients’ personal situations, previous Thrivent experiences, financial goals, and current financial standing – all with the goal of empowering clients to take action to improve their financial well-being.
Virtual Advisors hired in locations that are deemed as “Growth Markets,” will have the opportunity to primarily work remotely; however, it will be expected to collaborate with both leaders and/or peers weekly at an onsite location.

         

          

DUTIES & RESPONSIBILITIES:  

This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities.  

  • Leverage your sales ability to build enduring relationships with clients by making personal connections and building trust. 

  • Skillfully engage in advice-led conversations, understanding client needs, and delivering tailored financial recommendations. 

  • Analyze clients' financial goals, risk tolerance, and investment horizon, utilizing independent thought to address complex situations. 

  • Provide clients with suitable insurance and investment product recommendations aligned with their objectives, guiding them to take action. 

  • Handle inbound telephone and email inquiries, addressing client needs and issues ranging from simple to complex cases. Identify sales opportunities and seamlessly transition conversations from service-oriented to sales-oriented. 

  • Resolve client inquiries and concerns by providing comprehensive information and explanations in a timely manner. 

  • Accurately document all client interactions into Salesforce. 

  • Comply with federal and state regulations, ensuring the protection of client and company interests through confidentiality. Act as a steward of client assets, striving for exceptional service to achieve client satisfaction and engagement. 

QUALIFICATIONS & SKILLS:   

 Required: 

  • College degree or the equivalent work experience.   

  • Knowledge and broad perspective of financial products and the financial services industry. (i.e. Life, Health, Annuities, and other investment products etc.) 

  • Ability to provide in-depth financial analysis and planning.   

  • Ability to effectively communicate and influence members to take action on recommended solutions that will satisfy their financial needs. 

  • Excellent interpersonal skills in order to quickly build rapport, effectively communicate and influence members to take action. 

  • Must already possess your Series 6 and 63 licenses to be considered for this role. 

  • Successfully complete FINRA Series 7 and 66 and Life and Health Insurance exams within 90 days of hire/transfer. 

  • Must be eligible to be securities and insurance licensed in all 50 states and the District of Columbia. 

  • Virtual Advisors hired in designated 'Growth Markets' will primarily work remotely but are expected to collaborate with leaders and peers in person at an onsite location on a weekly basis. 

              

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 [email protected] or call 800-847-4836 and request Human Resources.

Top Skills

Salesforce

Similar Jobs

An Hour Ago
Easy Apply
Remote
USA
Easy Apply
Mid level
Mid level
Consumer Web • Healthtech • Professional Services • Social Impact • Software
You will source technology talent for Clinical and G&A roles using various sourcing techniques and tools while ensuring a positive candidate experience.
Top Skills: GemGreenhouseLinkedin Recruiter
An Hour Ago
Remote
USA
Senior level
Senior level
Computer Vision • Healthtech • Information Technology • Logistics • Machine Learning • Software • Manufacturing
The Senior Native Platform Engineer will integrate software systems into the Dandy platform, enhance functionality through APIs, and improve system documentation while ensuring high standards and effective communication.
Top Skills: C#C++ElectronGrpcNestjsNode.jsPostgresReact/Redux
An Hour Ago
Remote
United States
142K-284K Annually
Senior level
142K-284K Annually
Senior level
Aerospace • Artificial Intelligence • Computer Vision • Software • Analytics • Defense • Big Data Analytics
Lead a team of ML and DevOps engineers to build infrastructure for the ML ecosystem, including tools for experimentation and deployment. Manage a distributed team while enhancing capabilities in ML system operation and analytics production.
Top Skills: AnsibleArgo WorkflowsAWSCloudFormationDaskDockerGitGitlabHuggingfaceKubernetesLightningMlops ToolsPostgresPrometheusPythonPyTorchRayS3Scikit-LearnSparkTerraform

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account