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Overnight Remote Financial Advisor Jobs in Texas

Virtual Financial Advisor - Houston

Houston, TX · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Houston, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

Advisor Assistant

Houston, TX · On-site +1

$24/hr

The role has many responsibilities that are critical to the advisors' continued success, including ... Remote (Houston, TX or Tampa, FL) Why Corebridge? At Corebridge Financial, we prioritize the health ...

Financial Planner (Remote)

Dallas, TX · On-site +1

$78K - $85K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for ... Remote * Desired start date: Immediately

The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing ...

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Overnight Remote Financial Advisor information

What is an overnight remote financial advisor?

Overnight Remote Financial Advisors are finance professionals who provide guidance on investments, retirement planning, and other financial matters to clients during overnight hours, often working remotely from home or another location. They typically serve clients in different time zones or those who require 24/7 financial services. These advisors use digital communication tools such as video calls, emails, and chat platforms to interact with clients and manage their financial portfolios. Their responsibilities include analyzing financial data, recommending strategies, and staying updated on market trends. This role offers flexibility but may require strong time management and the ability to work independently during non-traditional hours.

What are the key skills and qualifications needed to thrive as an overnight remote financial advisor?

To excel as an Overnight Remote Financial Advisor, you need a solid background in finance, investment strategies, and client relationship management, typically supported by a relevant degree and certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM platforms, and secure communication tools is essential for efficient remote advisory work. Strong analytical skills, self-motivation, and excellent virtual communication abilities help advisors stand out in this role. These competencies ensure clients receive timely, informed guidance regardless of time zone, building trust and delivering effective financial solutions remotely.

What are the unique challenges of working as an overnight remote financial advisor, and how can I set myself up for success in this role?

Working as an Overnight Remote Financial Advisor often involves serving clients across different time zones and managing client needs outside traditional business hours. This can present challenges such as maintaining effective communication, staying alert during late-night shifts, and quickly responding to urgent financial inquiries. To succeed, it’s important to establish a structured routine, utilize collaborative digital tools, and stay proactive in coordinating with your team and clients. Regular check-ins and clear documentation also help ensure consistent service and smooth handoffs between daytime and overnight advisors.

What is the difference between Overnight Remote Financial Advisor vs Overnight Remote Financial Planner?

AspectOvernight Remote Financial AdvisorOvernight Remote Financial Planner
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentRemote, client-facing, flexible hoursRemote, client-focused, flexible hours
Employer UsageFinancial firms, banks, RIAsFinancial advisory firms, RIAs
Search IntentCompare roles, certifications, work setupCompare roles, certifications, work setup

Both Overnight Remote Financial Advisor and Overnight Remote Financial Planner roles typically require similar certifications and work environments. The main difference lies in terminology; 'Advisor' often emphasizes client interaction and sales, while 'Planner' focuses on comprehensive financial planning. Understanding these distinctions helps job seekers find the best fit for their skills and career goals.

What cities in Texas are hiring for Overnight Remote Financial Advisor jobs?

Cities in Texas with the most Overnight Remote Financial Advisor job openings:

Virtual Financial Advisor - Houston

Houston, TX • On-site, Remote


Thrivent
Insurance Services • 5 - 10K employees

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks


$23.80 - $26.45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago


Job description

Virtual Financial Advisor - Remote
Houston, Texas
Bring your skills to a deeply purposeful, financially rewarding career
Thrivent is more than a financial services company - we're a community that puts generosity at the heart of saving and investing. At Thrivent, you'll 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, you'll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent's robust advice framework, you'll 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 clients-many of whom have not recently worked directly with a financial professional-by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You'll also have the opportunity to engage and serve your own natural market.
Supported by Thrivent's commitment to community engagement and a collaborative team environment, you'll gain a strong foundation in sales and client service. Within 18-24 months, you'll be equipped to join a local team or build your own practice with our support.
This is a remote role. You'll meet with clients virtually using tools like Microsoft Teams and Zoom. You'll 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. You'll receive the support, stability and opportunity of a Fortune 500 leader. And if you're 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, you'll:
  • 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.

What You Bring
Our culture and our people are special. Whether you're a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're:
  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals, not just selling products.
  • A natural coach or guide with strong interpersonal skills.
  • Positive, energetic and results oriented.
  • Collaborative and excited to contribute to your team.

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.
Requirements
  • 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).

Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
  • A base pay of $23.80-$26.45 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.
  • 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.

About Thrivent
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 $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
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's Broker Check for more information about our financial advisors.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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