{"id":47311,"date":"2026-04-28T19:38:36","date_gmt":"2026-04-28T19:38:36","guid":{"rendered":"https:\/\/www.monmouth.edu\/career-development\/job\/virtual-financial-advisor\/"},"modified":"2026-07-28T08:22:22","modified_gmt":"2026-07-28T12:22:22","slug":"virtual-financial-advisor","status":"publish","type":"ch_job","link":"https:\/\/www.monmouth.edu\/career-development\/job\/virtual-financial-advisor\/","title":{"rendered":"Virtual Financial Advisor"},"content":{"rendered":"<p><strong>Virtual Financial Advisor \u2013 Hybrid<\/strong><br \/>Milwaukee, WI<\/p>\n<p><strong>Bring your skills to a deeply purposeful, financially rewarding career\u00a0<\/strong><\/p>\n<p>Thrivent is more than a financial services company \u2013 we\u2019re a community that puts generosity at the heart of saving and investing. At Thrivent, you\u2019ll 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.<\/p>\n<p>As a Virtual Financial Advisor, you\u2019ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent\u2019s robust advice framework, you\u2019ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being.<\/p>\n<p>This role focuses on re-engaging existing Thrivent clients\u2014many of whom have not recently worked directly with a financial professional\u2014by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You\u2019ll also have the opportunity to engage and serve your own natural market.<\/p>\n<p>Supported by Thrivent\u2019s commitment to community engagement and a collaborative team environment, you\u2019ll gain a strong foundation in sales and client service. <strong>Within 18-24 months, you\u2019ll be equipped to join a local team or build your own practice with our support<\/strong>.<\/p>\n<p>This is a hybrid role. You\u2019ll meet with clients virtually using tools like Microsoft Teams and Zoom. You\u2019ll also receive training and connect with your colleagues in the office up to 3 days per week, working remotely on other days.\u00a0<\/p>\n<p><strong>Your Success; Our Blueprint<\/strong><\/p>\n<p>Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You\u2019ll receive the support, stability and opportunity of a Fortune 500 leader. And if you\u2019re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.<\/p>\n<p><strong>Role Description<\/strong><\/p>\n<p>As a Virtual Financial Advisor at Thrivent, you\u2019ll:<\/p>\n<ul>\n<li>Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.<\/li>\n<li>Guide Christians and others who align with Thrivent\u2019s mission and values to create and maintain their financial plans, enabling lives of service and faith.<\/li>\n<li>Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.<\/li>\n<li>Have access to a large existing client base with the ability to also help your friends, family and natural market.<\/li>\n<li>Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro\u00ae and Morningstar, and have modern computer hardware provided.<\/li>\n<li>Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.<\/li>\n<\/ul>\n<p><strong>What You Bring<\/strong><\/p>\n<p>Our culture and our people are special. Whether you\u2019re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you\u2019re:<\/p>\n<ul>\n<li>Self-disciplined, independent and driven to succeed.<\/li>\n<li>Motivated by helping others and seeing them achieve their goals, not just selling products.<\/li>\n<li>A natural coach or guide with strong interpersonal skills.<\/li>\n<li>Positive, energetic and results oriented.<\/li>\n<li>Collaborative and excited to contribute to your team.<\/li>\n<\/ul>\n<p>Successful Thrivent financial advisors have 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 the Virtual Financial Advisor role.<\/p>\n<p><strong>Requirements<\/strong><\/p>\n<ul>\n<li>Bachelor\u2019s degree or equivalent experience. Military veterans are encouraged to apply.<\/li>\n<li>FINRA Series 7, 63\/65 or 66 required or obtained within 90 days.<\/li>\n<li>State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.<\/li>\n<li>Eligibility to be securities registered and insurance licensed in all 50 states.<\/li>\n<li>Satisfactory background check (criminal and financial).<\/li>\n<\/ul>\n<p><strong>Compensation and Benefits<\/strong><br \/>You\u2019ll get all the benefits of a Fortune 500 organization and more. Here, you\u2019ll enjoy:<\/p>\n<ul>\n<li>A base pay of $21.64-$24.04 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation.<\/li>\n<li>Comprehensive medical, vision and dental.<\/li>\n<li>401(k) matching and a pension plan.<\/li>\n<li>Life and disability income insurance.<\/li>\n<li>Maternity\/paternity leave as well as adoption and surrogacy assistance.<\/li>\n<li>Tuition reimbursement.<\/li>\n<li>Four weeks of paid time off, plus up to 20 hours of volunteer time off.<\/li>\n<li>Well-being programs to help you manage your physical, emotional and financial health.<\/li>\n<li>Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<p><strong>About Thrivent<\/strong><br \/>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 more than 120 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management\/advisement (as of 12\/31\/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ (superior) rating from AM Best; an Aa2 (excellent) rating from Moody&#8217;s Investors Service; and an AA+ (very strong) rating from S&amp;P Global Ratings. Ratings are based on Thrivent&#8217;s financial strength and claims-paying ability, but do not apply to investment product performance.<\/p>\n<p>Thrivent values diversity and inclusion, and we\u2019re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.<\/p>\n<p><i>To learn more about the privacy of your information, visit our<\/i> <i>workforce privacy policy at thrivent.com\/privacy.<\/i><\/p>\n<p><i>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\u2019s Broker Check for more information about our financial advisors.<\/i><\/p>\n<p>\u00a0<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_ch_employer_id":"47308","_ch_external_id":"10999546","_ch_location_state":"","_ch_location_city":"","_ch_is_ocr_job":"","_ch_expiration_date":"2026-08-01","_ch_apply_link":"https:\/\/monmouth.joinhandshake.com\/jobs\/10999546\/share_preview"},"ch_stakeholder":[],"ch_class_year":[],"ch_job_category":[86],"ch_career_skill":[],"ch_industry":[53],"class_list":["post-47311","ch_job","type-ch_job","status-publish","hentry","ch_job_category-full-time","ch_industry-communication-marketing-arts-entertainment"],"_links":{"self":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job\/47311","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job"}],"about":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/types\/ch_job"}],"wp:attachment":[{"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/media?parent=47311"}],"wp:term":[{"taxonomy":"ch_stakeholder","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_stakeholder?post=47311"},{"taxonomy":"ch_class_year","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_class_year?post=47311"},{"taxonomy":"ch_job_category","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_job_category?post=47311"},{"taxonomy":"ch_career_skill","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_career_skill?post=47311"},{"taxonomy":"ch_industry","embeddable":true,"href":"https:\/\/www.monmouth.edu\/career-development\/wp-json\/wp\/v2\/ch_industry?post=47311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}