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Remote Financial Advisor Development Program Jobs in Chicago, IL

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 ...

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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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Wealth Management Recruiting | Financial Advisor Recruiting | Executive Search | Talent Acquisition | Business Development Consulting The Terrana Group Advantage Terrana Group LLC, founded in 1992 ...

Wealth Advisor

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 ...

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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 Jul 22, 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:
Market Director

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 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

The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should possess the ability to attract, launch (onboard) and retain field talent, while helping them find their best role at Thrivent to grow. This role should be experienced in the financial services industry with a strong expertise and ability to deliver purpose-based advice.
The Market Director is the connection to teaming and succession efforts in their area. The role will focus on local community relationships, strengthening brand awareness, expanding the client base, and establishing the organization as a trusted leader in the local market.

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.

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 $145,000 - $211,000 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 is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.


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.


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