Virtual Financial Advisor

Thrivent

Virtual Financial Advisor guiding clients in investments, insurance, and banking. Providing purpose-based financial advice through a collaborative and supportive environment.

Posted 7/2/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $26 - $29 per hourWebsite

About the role

Key responsibilities & impact

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 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.

Requirements

What you’ll need

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).

Benefits

Comp & perks

Comprehensive medical, vision and dental.
401(k) matching and a pension plan.
Life and disability income insurance.
Maternity/paternity leave as well as 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 help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Financial PlanningSales ExperienceClient EngagementSecurities RegistrationInsurance Licensing

Soft Skills

Relationship-BuildingCommunicationCollaborationConfidenceClarity

Certifications

FINRA Series 7FINRA Series 63/65 or 66State Insurance License