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Remote Financial Advisor Development Program Jobs in Chicago, IL

Virtual Financial Advisor - Chicago

Chicago, IL · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Chicago, Illinois Bring your skills to a deeply purposeful ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...

Financial Advisor

Chicago, IL · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... development and joint work with associates Qualifications • Strong interpersonal skills • ...

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Remote Financial Advisor Development Program information

See Chicago, IL salary details

$37.1K

$105.2K

$148.3K

How much do remote financial advisor development program jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote financial advisor development program in Chicago, IL is $105,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $134,900.00 per year, depending on experience, location, and employer.

What is the difference between Remote Financial Advisor Development Program vs Remote Financial Planner?

AspectRemote Financial Advisor Development ProgramRemote Financial Planner
CertificationsTypically requires Series 7, Series 66, or CFP certificationOften requires CFP certification; Series 7/66 may be preferred
Work EnvironmentStructured training programs, mentorship, and rotational assignmentsClient-facing, advisory sessions, and portfolio management
Employer & Industry UsageFinancial services firms, banks, and advisory firmsIndependent or firm-based financial planning practices
Search & Comparison IntentFocus on entry-level development programs for aspiring advisorsSeeking experienced or independent financial planning roles

The Remote Financial Advisor Development Program is designed for individuals starting their careers, offering structured training and mentorship. In contrast, a Remote Financial Planner typically provides direct financial advice to clients, often with more experience and client management responsibilities. Both roles require relevant certifications, but their focus and work environment differ significantly.

What are the main challenges faced by participants in a Remote Financial Advisor Development Program, and how can they be addressed?

Participants in a Remote Financial Advisor Development Program often face challenges such as building client relationships virtually, staying self-motivated, and adapting to digital tools for financial planning. It's important to proactively engage with mentors, leverage online training resources, and schedule regular check-ins with peers and managers to maintain accountability and support. Embracing technology and developing strong communication skills are key strategies to succeed and grow in this remote environment.

What are the key skills and qualifications needed to thrive in a Remote Financial Advisor Development Program, and why are they important?

To excel in a Remote Financial Advisor Development Program, you need a solid understanding of financial planning, investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, financial analysis software, and industry certifications like Series 7 or CFP are often required. Outstanding interpersonal skills, self-motivation, and strong communication help you build client trust and succeed in a remote environment. These abilities ensure you can deliver effective financial solutions while maintaining compliance and building lasting client relationships.

What is a Remote Financial Advisor Development Program?

A Remote Financial Advisor Development Program is a structured training initiative designed to prepare individuals for careers as financial advisors, allowing them to learn and work from remote locations. These programs typically combine virtual classroom instruction, mentorship, and hands-on client interaction to build knowledge in financial planning, investment strategies, and client relationship management. Participants often receive guidance from experienced professionals, study for licensing exams, and develop skills to provide personalized financial advice to clients. The remote format offers flexibility while maintaining rigorous training standards. Graduates of these programs are usually well-prepared to begin advising clients and growing their financial services careers.
What are popular job titles related to Remote Financial Advisor Development Program jobs in Chicago, IL? For Remote Financial Advisor Development Program jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Development Program jobs in Chicago, IL look for? The top searched job categories for Remote Financial Advisor Development Program jobs in Chicago, IL are:

Virtual Financial Advisor - Chicago

Thrivent

Chicago, IL • On-site, Remote

$23.80 - $26.45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Virtual Financial Advisor - Remote
Chicago, Illinois
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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