Virtual Financial Advisor - Milwaukee

Thrivent is a company committed to helping people thrive with purpose, and they are seeking a Virtual Financial Advisor. The primary objective of this role is to deliver tailored financial guidance to existing clients, helping them enhance their financial well-being through proactive engagement and personalized recommendations. 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 Skills 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 Overview Thrivent is a financial services organization that helps Christians be wise with money and live generously. It was founded in 1902, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Thrivent has a track record of offering H1B sponsorships, with 10 in 2025, 9 in 2024, 15 in 2023, 6 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.