Remote Licensed Financial Advisor - Virtual Advice Team

Location: United States (Fully Remote)

Why Join Thrivent

Discover meaningful work and a rewarding career at Thrivent, a mission-driven financial services organization that places generosity at the heart of saving, investing, and financial planning. Unlike traditional firms, Thrivent empowers you to make a profound impact on clients' lives by helping them build, grow, and protect their financial well-being through purpose-based advice, investments, insurance, banking, and community-focused generosity programs.

As part of our innovative Virtual Advice Team, you'll deliver expert financial guidance virtually to Christians and others who share our values of faith, service, and stewardship. Gain hands-on experience with virtual client interactions, master Thrivent’s comprehensive Financial Planning Framework and advanced advice tools, and begin building your own book of business from day one. With access to our extensive existing client base and unparalleled support for community engagement, this role offers a fulfilling path to career growth—whether transitioning to a local financial advisory team or launching your own practice.

Thrivent, a Fortune 500 leader, provides the stability, resources, and roadmap you need for long-term success. Our immersive onboarding program ensures you're equipped to thrive, and if you're new to financial services, we offer up to 90 days of paid training and coaching while you obtain required state insurance and securities licenses. Join a collaborative culture where your success is our priority, and experience the difference of working for a values-based organization committed to holistic financial advice.

Role Description

As a Remote Licensed Financial Advisor on Thrivent's Virtual Advice Team, you'll provide personalized, virtual financial planning to help clients achieve their goals aligned with their faith and life purpose. Enjoy the flexibility of working from home while leveraging cutting-edge tools and a supportive team environment to deliver actionable advice and connect clients to Thrivent's suite of products and programs.

Detailed Responsibilities

• Conduct virtual meetings with clients to assess their financial situations, goals, and values, creating customized financial plans that integrate saving, investing, insurance, banking, and generosity.
• Provide expert guidance on retirement planning, wealth accumulation, risk management, and legacy planning, ensuring plans enable lives of service and faith.
• Utilize Thrivent’s Planning Platform, Salesforce, MoneyGuidePro®, and Morningstar tools to analyze client data, model scenarios, and recommend tailored solutions.
• Build and nurture a book of business by serving our large existing client base, as well as friends, family, and your natural market through virtual outreach.
• Collaborate with fellow advisors, planners, and support teams to deliver holistic advice and drive client outcomes.
• Stay compliant with regulatory standards, including FINRA and state insurance requirements, while maintaining accurate records in CRM systems.
• Participate in ongoing professional development, team huddles, and community engagement initiatives to enhance your skills and network.
• Proactively identify opportunities to deepen client relationships and expand services, fostering long-term loyalty and referrals.

Required Skills

To excel as a Remote Licensed Financial Advisor at Thrivent, bring these essential skills:

• Exceptional interpersonal and communication skills for virtual client interactions
• Strong analytical abilities to interpret financial data and model projections
• Self-discipline and time management for remote work success
• Coaching mindset focused on client empowerment over product sales
• Proficiency with financial planning software (e.g., MoneyGuidePro, Morningstar)
• CRM expertise, particularly Salesforce
• Results-oriented drive with a positive, energetic approach
• Collaborative spirit to thrive in team environments
• Adaptability to virtual tools and remote collaboration platforms
• Deep understanding of insurance, investments, and banking products

Education & Experience

Required:

• Active life and health insurance licenses (or ability to obtain within 90 days)
• Series 6 and 63 securities licenses (or ability to obtain within 90 days; Series 7 preferred)
• Bachelor’s degree in finance, business, or related field preferred; equivalent experience considered

Preferred:

• 2+ years in financial services, advising, or sales
• Experience with virtual client servicing and financial planning tools
• Alignment with Thrivent’s Christian mission and values

Compensation Overview

Earn a competitive salary plus uncapped commission potential, with top performers achieving six-figure incomes. Base salary range: $80,000 - $120,000, depending on experience, plus bonuses, incentives, and comprehensive benefits.

Benefits

Thrivent offers industry-leading benefits including medical, dental, vision, 401(k) matching, paid time off, parental leave, wellness programs, professional development stipends, and exclusive access to Thrivent products at preferential rates. Enjoy work-life balance with flexible remote scheduling and a supportive culture that prioritizes your growth and well-being.

Thrivent is an Equal Opportunity Employer committed to diversity and inclusion.