Virtual Financial Advisor - Milwaukee

Join Thrivent as a Virtual Financial Advisor in Milwaukee, Wisconsin, and make a meaningful impact on clients' financial futures. Thrivent, a leading financial services organization, is seeking passionate professionals to deliver exceptional virtual financial advice, re-engage clients, and drive their financial well-being through personalized guidance.

Why Join Thrivent

Thrivent is more than a financial services company—it's a mission-driven organization rooted in faith, community, and purpose. For over 120 years, we've empowered individuals and families to thrive financially while living out their values. As a Virtual Financial Advisor in Milwaukee, you'll be part of a collaborative team in a growth market, with the flexibility of primarily remote work and weekly onsite collaboration opportunities.

At Thrivent, we invest in your success with cutting-edge technology, comprehensive training, and a supportive culture that values work-life balance. Enjoy competitive pay, generous benefits, and the chance to grow your career in financial advising. Milwaukee's vibrant community and Thrivent's headquarters proximity offer unparalleled networking and development opportunities. Join us to build lasting client relationships, leverage innovative virtual tools, and contribute to a legacy of financial empowerment.

Role Description

The Virtual Financial Advisor plays a crucial role in delivering exceptional financial guidance and support. Utilizing Thrivent's robust advice framework, your primary objective is to re-engage existing Thrivent clients, deliver tailored recommendations, and help clients take action to enhance their financial well-being.

This role proactively connects with Thrivent clients through outbound calls to schedule and hold appointments via phone, shared screens, and video. A portion of interactions will come from referrals. Through pre-planned, well-structured appointments, you'll delve into clients’ personal situations, previous Thrivent experiences, financial goals, and current financial standing—empowering them to improve their financial health.

Hired in Milwaukee—a designated “Growth Market”—you'll primarily work remotely but collaborate weekly onsite with leaders and peers. This hybrid model combines flexibility with team synergy, perfect for financial advisors in Milwaukee seeking impact without relocation.

Detailed Responsibilities

This is not an all-inclusive list but a general overview of 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 from simple to complex cases. Identify sales opportunities and transition conversations from service to sales-oriented.
• Resolve client inquiries and concerns by providing comprehensive information and explanations in a timely manner.
• Accurately document all client interactions in Thrivent's systems for seamless continuity.
• Proactively schedule follow-up appointments to ensure ongoing client engagement and progress toward goals.
• Collaborate with internal teams to deliver holistic financial solutions, including retirement planning, wealth management, and protection strategies.
• Stay abreast of industry trends, Thrivent products, and regulatory changes to provide compliant, high-quality advice.

Required Skills

Thrive as a Virtual Financial Advisor with these essential skills:

• Exceptional sales and relationship-building abilities
• Strong communication and active listening
• Financial analysis and recommendation expertise
• Proficiency in virtual tools (phone, video, screen sharing)
• Problem-solving for complex client scenarios
• Time management for outbound and inbound interactions
• Documentation and CRM proficiency
• Adaptability in a hybrid remote-onsite environment

Education & Experience

• Bachelor's degree in Finance, Business, or related field preferred.
• 2+ years of financial services, sales, or advisory experience.
• Series 7, Series 66 (or 63/65), and Life & Health Insurance licenses required (or ability to obtain within 90 days).
• Proven track record in client-facing roles, preferably virtual advising.
• Experience with financial planning software and CRM systems a plus.

Compensation Overview

Earn a competitive salary plus uncapped commissions and bonuses tied to performance. Milwaukee-based Virtual Financial Advisors enjoy base pay reflecting local market rates, with total compensation potential exceeding industry averages through client acquisition and retention incentives.

Benefits

Thrivent offers comprehensive benefits including medical, dental, vision, 401(k) with match, paid time off, parental leave, wellness programs, and professional development. As a membership-owned organization, you'll receive exclusive financial products and community involvement opportunities. Work in a values-driven culture prioritizing your growth and well-being.

Apply today for this Virtual Financial Advisor Milwaukee role at Thrivent and start empowering lives!