Market Director
Chicago, IL · Remote
Engage financial advisors in the market by providing opportunities for learning, development, and ... We accomplish this by offering a wide variety of market competitive compensation programs to ...
Chicago, IL · Remote
Engage financial advisors in the market by providing opportunities for learning, development, and ... We accomplish this by offering a wide variety of market competitive compensation programs to ...
Chicago, IL · Remote
Engage financial advisors in the market by providing opportunities for learning, development, and ... We accomplish this by offering a wide variety of market competitive compensation programs to ...
Chicago, IL · Remote
The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading ... Remote - Nationwide
Chicago, IL · Remote
The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading ... Remote - Nationwide
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
Financial Strategy Development : Understand clients' financial objectives and risk tolerance to ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
Financial Strategy Development : Understand clients' financial objectives and risk tolerance to ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Be Seen First
Chicago, IL · Remote
$30K - $50K/yr
Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...
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Be Seen First
Chicago, IL · Remote
$30K - $50K/yr
Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...
Be Seen First
Chicago, IL · Remote
$30K - $50K/yr
Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...
Quick apply
Be Seen First
Chicago, IL · Remote
$30K - $50K/yr
Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation ...
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation ...
Deerfield, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Deerfield, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Oak Brook, IL · On-site +1
$250 - $1.0K/wk
We offer a structured professional development path to becoming a wealth manager through licensing ... Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On ...
Chicago, IL · Remote
$5.0K - $8.0K/wk
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
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Chicago, IL · Remote
$5.0K - $8.0K/wk
SIL Advisor LLC At SIL Advisor LLC, we specialize in providing comprehensive financial consulting ... Participate in personal development and growth with our training, coaching, and team dynamics What ...
Chicago, IL · On-site +1
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
Chicago, IL · On-site +1
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
Quick apply
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
Chicago, IL · On-site +1
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
Chicago, IL · On-site +1
We've built a team of corporate finance professionals with backgrounds in investment banking ... Remote As a Corporate Development Associate at Embarc Advisors, you will gain exposure to a wide ...
Chicago, IL · Remote
$10 - $20K/mo
Remote Relationship Manager - $120k-$140k (WealthTech) Salary: $100-$120k Base + $10-$20k Bonus ... Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to ...
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Chicago, IL · Remote
$10 - $20K/mo
Remote Relationship Manager - $120k-$140k (WealthTech) Salary: $100-$120k Base + $10-$20k Bonus ... Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to ...
Chicago, IL · Remote
$75 - $90K/hr
Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k Base + Benefits, 401k, PTO ... SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and ...
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Chicago, IL · Remote
$75 - $90K/hr
Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k Base + Benefits, 401k, PTO ... SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and ...
Chicago, IL · Remote
$75 - $90K/hr
Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k Base + Benefits, 401k, PTO ... SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and ...
Quick apply
Chicago, IL · Remote
$75 - $90K/hr
Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k Base + Benefits, 401k, PTO ... SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and ...
All benefits and programs are subject to applicable eligibility requirements. Huron is fully ... This leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients ...
All benefits and programs are subject to applicable eligibility requirements. Huron is fully ... This leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients ...
Chicago, IL · Remote
$90K - $300K/yr
This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... Remote Compensation Range: $90K - $300K
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Chicago, IL · Remote
$90K - $300K/yr
This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... Remote Compensation Range: $90K - $300K
Chicago, IL · Remote
$94K/yr
Junior Financial Analyst (Remote) Salary: $94,000 per year Location: Remote (United States ... Career development and mentorship * Collaborative and inclusive work culture * Opportunity to work ...
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Chicago, IL · Remote
$94K/yr
Junior Financial Analyst (Remote) Salary: $94,000 per year Location: Remote (United States ... Career development and mentorship * Collaborative and inclusive work culture * Opportunity to work ...
Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Career development opportunities and ongoing learning * A collaborative, people-first culture with ...
Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Career development opportunities and ongoing learning * A collaborative, people-first culture with ...
Chicago, IL · On-site +1
$150K - $250K/yr
You will use your knowledge of investments, financial planning, and risk management to both advise ... program - Flexible working environment including remote and hybrid options What's in it for you ...
Chicago, IL · On-site +1
$150K - $250K/yr
You will use your knowledge of investments, financial planning, and risk management to both advise ... program - Flexible working environment including remote and hybrid options What's in it for you ...
$37.1K - $47.2K
3% of jobs
$47.2K - $57.3K
3% of jobs
$57.3K - $67.4K
10% of jobs
$67.4K - $77.5K
9% of jobs
$77.8K is the 25th percentile. Wages below this are outliers.
$77.5K - $87.7K
11% of jobs
$87.7K - $97.8K
8% of jobs
The median wage is $104.3K / yr.
$97.8K - $107.9K
11% of jobs
$107.9K - $118K
10% of jobs
$118K - $128.1K
10% of jobs
$130.6K is the 75th percentile. Wages above this are outliers.
$128.1K - $138.2K
8% of jobs
$138.2K - $148.3K
19% of jobs
$37.1K
$105.2K
$148.3K
| Aspect | Remote Financial Advisor Development Program | Remote Financial Planner |
|---|---|---|
| Certifications | Typically requires Series 7, Series 66, or CFP certification | Often requires CFP certification; Series 7/66 may be preferred |
| Work Environment | Structured training programs, mentorship, and rotational assignments | Client-facing, advisory sessions, and portfolio management |
| Employer & Industry Usage | Financial services firms, banks, and advisory firms | Independent or firm-based financial planning practices |
| Search & Comparison Intent | Focus on entry-level development programs for aspiring advisors | Seeking 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.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 20 days ago
8.8
Based on 20 frontline employees who took The Breakroom Quiz
DUTIES & RESPONSIBILITIES:
Attract and Retain Talent:
Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.
Maintain consistent recruiting pipeline to support the market capacity growth and total sales objectives through advisor referrals and community relationships.
Collaborate with all channel stakeholders to source candidates into open roles across all channels (ex: Virtual Advice, team sales and support roles, etc.).
In partnership with your matrix team, actively manage and engage with candidates in all phases of selection, licensing and launch.
Conduct selection interviews, assess candidates and confidently communicate Thrivent's unique value proposition.
Establish relationships with matrix partners for resources and support to develop and grow talent for teams and future team leaders.
Develop and Launch FA Practices:
Demonstrate mastery of the Thrivent Financial Advice Process and be able to model and coach on all elements.
Provide consistent launch support for new financial advisors in their first year while working alongside launch matrix partners.
Support financial advisors and teams to develop/execute a business plan to achieve their goals that leverage relationships within their natural market, referrals, and communities in partnership with the Member Engagement team and Marketing team.
Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.
Align with matrixed partners to grow future team leaders and team members.
Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.
Connect with local leadership and matrix partners to stay informed on best practices and changes that directly impact the business.
Market Management and Culture:
Engage financial advisors in the market by providing opportunities for learning, development, and connections to build up confidence, competence, and culture.
Develop a healthy culture within the market, driving strong market results, and ensuring a culture of excellence in the team.
Ensure collaboration with matrix partners to support new financial advisors.
Facilitate connections between new financial advisors and experienced financial advisors to provide additional joint field work or practice experiences for new financial advisors.
Support and foster the culture created with the area vice president and channel stakeholders.
Responsible for monitoring and maintaining appropriate budget parameters throughout the year. Collaborate with matrix partnership and operational leadership for investments in the area as needed.
Working in the Matrix:
Serve as a point of contact for relationships with dedicated matrix partners and establish ongoing cadence for connections. Execute plans for integration and leverage within the market.
Engage all matrix partners to leverage their expertise and skills for business processes and systems.
Work with the Community Engagement team and others to develop and implement advisor growth plans.
QUALIFICATIONS & SKILLS:
Required:
Four-year college degree strongly preferred.
5+ Years in the financial service industry attracting and hiring new talent preferred.
Demonstrated track record of attracting, selecting, and developing financial advisors.
Experience hiring financial advisor on teams.
Once financial advisors are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where financial advisors are conducting business and receiving commissions.
Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.
Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.
Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.
Will and skill to commit to joint field work expectations.
Licensing:
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 at tained within 90 days.
State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group or are aligned to specific financial advisors that are assigned.
Satisfactory background check and clean compliance record.
Flexibility to travel within the area (may include overnight), up to 50%, and conduct business during evening hours.
Must have own vehicle to use for business purposes.
Demonstrated track record of satisfactory performance.
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 tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.