Apply on Employer Site

Thrivent · 9 hours ago

Virtual Financial Advisor - Milwaukee

Milwaukee, WI

Full-time

Hybrid

New Grad, Entry Level

$24.03/hr - $26.44/hr

Thrivent is a company dedicated to helping individuals thrive with purpose, and they are seeking a Virtual Financial Advisor to deliver exceptional financial guidance and support. The role involves re-engaging existing clients, providing tailored recommendations, and helping clients take action to enhance their financial well-being through structured appointments and proactive communication.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Hiring Manager

Jennifer Kendzior

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

Qualification

Financial products knowledgeFinancial analysis abilityFINRA Series 7LifeHealth InsuranceCommunication skillsSales abilityClient relationship buildingInterpersonal 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

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

Benefits

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

Other employee benefits

Company

Thrivent

Glassdoor3.7

Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (6)

2024 (9)

2023 (15)

2022 (6)

2021 (2)

2020 (2)