Virtual Financial Advisor - Denver - Hybrid

Thrivent; Denver (CO); Hybrid; USD 78,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical, vision and dental

401(k) matching

Four weeks of paid time off

Tuition reimbursement

Job summary

Thrivent is hiring a Virtual Financial Advisor in Denver, Colorado to provide meaningful financial guidance to clients. This hybrid position involves engaging existing clients and utilizing tools like Salesforce and MoneyGuidePro®. A Bachelor's degree is required, along with FINRA Series 7 compliance.

Successful candidates will be self-disciplined and motivated by helping others achieve their financial goals. Competitive compensation includes a base pay of $23.80-$26.45 per hour and average total earnings of $78,000.

Qualifications

• Must complete FINRA Series 7 and state insurance licensing within 90 days.
• Satisfactory background check (criminal and financial) required.

Responsibilities

• Provide financial guidance and build trust with clients.
• Engage existing clients via virtual appointments.
• Utilize Thrivent tools for financial planning.

Skills

Strong interpersonal skills

Self-discipline

Relationship-building

Sales experience

Motivated by helping others

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

MoneyGuidePro®

Microsoft Teams

Zoom

Job description

Virtual Financial Advisor – Hybrid

Location: Denver, Colorado

Bring your skills to a deeply purposeful, financially rewarding career.

Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith.

Role Overview

As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well‑being.

This role focuses on re‑engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market.

Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18‑24 months, you’ll be equipped to join a local team or build your own practice with our support. This is a hybrid role: you’ll meet with clients virtually using Microsoft Teams and Zoom, and receive training and colleague interaction in the office up to 3 days per week, working remotely on other days.

Role Description

• Leverage your 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 them to Thrivent products and programs.
• Have access to a large existing client base with the ability to also help friends, family and your natural market.
• Access robust tools such as the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.
• Receive support from a collaborative culture with colleagues and leaders who want your success.

What You Bring

• Self‑disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals, not just selling products.
• A natural coach or guide with strong interpersonal skills.
• Positive, energetic and results‑oriented.
• Collaborative and excited to contribute to your team.

Successful Thrivent financial advisors come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into this role.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• 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).

Compensation and Benefits

• Base pay of $23.80‑$26.45 per hour; additional monthly sales bonuses based on results and client impact. Average total compensation is $78,000 with top advisors exceeding $120,000.
• Comprehensive medical, vision and dental.
• 401(k) matching and a pension plan.
• Life and disability income insurance.
• Maternity/paternity leave, adoption and surrogacy assistance.
• Tuition reimbursement.
• Four weeks of paid time off, plus up to 20 hours of volunteer time off.
• Well‑being programs to support physical, emotional and financial health.
• Gift‑matching program to double contributions to eligible nonprofits and volunteer programs.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For over 120 years, Thrivent has helped Christians build their financial futures and live more generous lives. Today, Thrivent is a not‑for‑profit, membership‑owned Fortune 500 company with $194 billion in assets under management as of 12/31/24.

Privacy and Equality

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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 [e-mail] or call 800‑847‑4836.

Hybrid and Remote Work

This position is a hybrid role, with remote work possible up to 3 days per week in office, additional remote days as required.