Remote Financial Advisor: Purpose & Impact

Thrivent; Chicago (IL); Remote; USD 74,000 - 120,000; Full time

Benefits offered by this job

Medical, Vision & Dental

401(k) matching and pension

Life and disability insurance

Parental leave & surrogacy assistance

Tuition reimbursement

Paid time off + volunteer time off

Well-being programs

Gift matching

Job summary

Thrivent is seeking a Virtual Financial Advisor to serve clients remotely, focusing on re-engaging existing Thrivent clients and guiding them toward comprehensive financial plans across investments, insurance, banking, and generosity.

You’ll work in a supportive, Fortune 500 environment with robust tools like Salesforce and MoneyGuidePro, meeting clients virtually via Teams or Zoom and building a scalable practice with home-based flexibility.

Qualifications

• Bachelor’s degree or equivalent experience.
• FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
• 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.
• Satisfactory background check (criminal and financial).

Responsibilities

• Leverage relationship-building skills and build sales experience to engage clients with confidence and clarity.
• 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 with the ability to also help your friends, family and natural market.
• Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar, and have modern computer hardware provided.
• Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.

Skills

Relationship-building

Sales experience

Interpersonal skills

Client service

Education

Bachelor’s degree

Tools

Thrivent Planning Platform

Salesforce

MoneyGuidePro

Morningstar

Job description

Thrivent is seeking a Virtual Financial Advisor to serve clients remotely, focusing on re-engaging existing Thrivent clients and guiding them toward comprehensive financial plans across investments, insurance, banking, and generosity.

You’ll work in a supportive, Fortune 500 environment with robust tools like Salesforce and MoneyGuidePro, meeting clients virtually via Teams or Zoom and building a scalable practice with home-based flexibility.