Virtual Financial Advisor - Denver (Remote, Colorado)

Join Thrivent as a Virtual Financial Advisor in Denver, Colorado, and empower clients to achieve financial wellness through personalized guidance. This remote financial advisor role offers flexibility, competitive pay, and the chance to make a meaningful impact in a faith-driven organization.

Why Join Thrivent?

Thrivent is more than a financial services company—it's a not-for-profit Fortune 500 organization dedicated to helping people build strong financial futures while living out their values. As a Virtual Financial Advisor, you'll be part of a mission-driven team that combines financial expertise with holistic advice, focusing on clients' goals, dreams, and well-being. Work remotely from Colorado while leveraging Thrivent's robust advice framework and cutting-edge virtual tools like phone, shared screens, and video appointments.

Thrivent offers unparalleled professional growth, including ongoing training, mentorship from seasoned leaders, and opportunities to collaborate in Growth Markets like Denver. Enjoy a supportive culture that values work-life balance, community involvement, and your unique perspective. Whether you're re-engaging existing clients or handling referrals, you'll build lasting relationships and drive real financial outcomes. Discover why Thrivent is a top employer for remote financial advisors in Colorado.

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 involves proactively connecting 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.

Virtual Advisors in Growth Markets like Denver primarily work remotely but are expected to collaborate weekly with leaders and peers at an onsite location when needed. This hybrid flexibility makes it ideal for remote financial advisor jobs in Denver.

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, recommendations, and actions in Thrivent's systems for compliance and continuity.
• Proactively follow up on client engagements to ensure satisfaction and identify additional opportunities for growth.
• Collaborate with internal teams, including leaders and peers, to share best practices and drive team success.
• Stay current on financial products, market trends, and regulatory changes to provide informed advice.

Required Skills

Thrive in this virtual financial advisor role with these essential skills:

• Exceptional sales and relationship-building abilities
• Strong financial analysis and advisory expertise
• Proficient in virtual communication tools (phone, video, screen sharing)
• Excellent problem-solving for complex client scenarios
• Seamless transition from service to sales conversations
• Timely and accurate documentation skills
• Independent thinking and decision-making
• Customer service excellence for inbound inquiries
• Knowledge of insurance and investment products
• Adaptability in a remote/hybrid environment

Education & Experience

• Bachelor's degree in Finance, Business, or related field preferred.
• Active life and health insurance licenses required (or ability to obtain within 90 days).
• Series 6, 7, and 63/66 securities licenses preferred (or willingness to obtain).
• 2+ years of financial services, sales, or advisory experience.
• Proven track record in client-facing roles, preferably virtual or remote.
• Experience in Growth Markets or Colorado financial advising a plus.

Compensation Overview

Earn a competitive base salary plus uncapped commissions, bonuses, and incentives tied to performance. Thrivent values top talent in remote financial advising.

Benefits

Thrivent provides comprehensive benefits including medical, dental, vision, 401(k) with match, paid time off, parental leave, wellness programs, and professional development. Enjoy flexible remote work, community volunteer opportunities, and a values-based culture that supports your whole life.

Apply today for this Virtual Financial Advisor - Denver opportunity at Thrivent and start making a difference!