Virtual Financial Advisor - Remote

Salary Confidential Position range in Collin County $49k•$161k Per Year Virtual Financial Advisor•Remote

THRIVENT FINANCIAL FOR LUTHERANS

Occupation:

Personal Financial Advisors

Location:

Allen, TX•75013

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

06/17/2026 Positions available: 1

Source:

WorkInTexas

Web Site:

WorkInTexas Onsite /

Remote:

Onsite and Remote options

Updated:

06/20/2026

Expires:

07/17/2026 Job #: 17028792 Job Requirements and Properties Help for Job Requirements and Properties. Hybrid Education Bachelor's Degree Experience 1 Month(s) Schedule Full Time Job Type Regular Duration Permanent Employment Public Transit Available Benefits Help for . Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company•were a community that puts generosity at the heart of saving and investing. At Thrivent, youll 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. As a Virtual Financial Advisor, youll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivents robust advice framework, youll 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 clientsmany of whom have not recently worked directly with a financial professionalby proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. Youll also have the opportunity to engage and serve your own natural market. Supported by Thrivents commitment to community engagement and a collaborative team environment, youll gain a strong foundation in sales and client service. Within 18-24 months, youll be equipped to join a local team or build your own practice with our support. This is a remote role. Youll meet with clients virtually using tools like Microsoft Teams and Zoom. Youll also receive training and connect with your colleagues virtually, with occasional opportunities for in-person development and teambuilding. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. Youll receive the support, stability and opportunity of a Fortune 500 leader. And if youre 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. Role Description As a Virtual Financial Advisor at Thrivent, youll: Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity. Guide Christians and others who align with Thrivents 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.