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Vice President Financial Advisor Jobs (NOW HIRING)

VP - Financial Planning & Analysis

Dallas, TX · On-site

$140 - $180/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

VP - Financial Planning & AnalysisSkip to main contentWe use cookies to make the safest and most effective website possible.#VP - Financial Planning & Analysis page is loaded## VP - Financial ...

Vice President, Financial Aid

Adelphi, MD · On-site

$250 - $260/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vice President Financial Aid (VP) will provide executive leadership and strategic direction for the ... Monitor regulatory developments and advise leadership on operational and policy implications.

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Vice President Financial Advisor information

See salary details

$64.5K

$169.5K

$260K

How much do vice president financial advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for vice president financial advisor in the United States is $169,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $198,500.00 per year, depending on experience, location, and employer.

What is a vice president financial advisor?

A Vice President Financial Advisor is a senior-level professional who provides clients with comprehensive financial advice, including investment strategies, retirement planning, and wealth management. They typically hold a leadership or management title within a financial institution, such as a bank or investment firm, and often oversee a team of advisors while maintaining their own client relationships. Their responsibilities include developing financial plans, managing portfolios, and helping clients achieve their financial goals. In addition to advising clients, they may also contribute to business development and mentor junior staff.

What are some common challenges vice president financial advisors face when managing high-net-worth client portfolios?

Vice President Financial Advisors often face the challenge of balancing diverse client expectations with complex financial regulations and market fluctuations. Working with high-net-worth individuals requires a deep understanding of personalized investment strategies, risk management, and evolving tax considerations. Additionally, building long-term trust while delivering consistent results and adapting to clients' changing life circumstances is key. Collaboration with internal teams like research analysts, tax specialists, and legal advisors is essential to deliver holistic financial solutions.

What are the key skills and qualifications needed to thrive as a vice president financial advisor, and why are they important?

To thrive as a Vice President Financial Advisor, you need deep expertise in financial planning, investment strategies, and portfolio management, usually backed by relevant degrees and FINRA licenses (such as Series 7 and 66). Proficiency with financial analysis tools, CRM platforms, and portfolio management software is essential. Exceptional interpersonal skills, client relationship management, and strategic communication set top performers apart. These abilities are crucial for building trust, delivering tailored financial solutions, and driving business growth in a competitive advisory environment.

What is the difference between Vice President Financial Advisor vs Financial Advisor?

AspectVice President Financial AdvisorFinancial Advisor
CredentialsCFP, CFA, Series 7/66, industry experienceCFP, Series 7/66, industry experience
Work EnvironmentBanking, wealth management firms, corporate officesIndependent, brokerage firms, financial planning firms
Employer & IndustryLarge financial institutions, private banksFinancial planning firms, brokerage firms

The main difference is that a Vice President Financial Advisor typically holds a senior role within a large institution, often with leadership responsibilities, while a Financial Advisor generally provides personalized financial planning and investment advice, often working independently or for smaller firms. Both roles require similar credentials and work in related environments, but the VP Financial Advisor usually has a higher level of seniority and client portfolio management responsibilities.

What cities are hiring for Vice President Financial Advisor jobs?

Cities with the most Vice President Financial Advisor job openings:

What are the most commonly searched types of Financial Advisor jobs?

The most popular types of Financial Advisor jobs are:

What states have the most Vice President Financial Advisor jobs?

States with the most job openings for Vice President Financial Advisor jobs include:

Infographic showing various Vice President Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $169,537 per year, or $81.5 per hour.

Vice President, FP&A Advice & Wealth Management (AWM) & Insurance

Thrivent Financial

Minneapolis, MN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 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 Vice President, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO) and is a key member of the Distribution division's senior leadership team. This role will lead the FP&A business partner team aligned to Thrivent's AWM and Insurance businesses. This industry expert will collaborate with Distribution leaders to grow an economically sustainable Advice & Wealth Management business as well as work with Insurance leaders to ensure best-in-class product offerings and pricing, grow sales, and ensure financing to fund growth.
The VP, FP&A AWM and Insurance also leads and oversees the FP&A Strategic Performance Analytics COE and shared service teams accountable for delivering insightful and actionable analytics and KPIs to inform key business decisions and measure results. This leader will play a key role in advancing FP&A capabilities and ensuring alignment of the Analytics agenda to the Enterprise's strategic priorities through optimization of technology and implementation of best practices in the Analytics space.
In close partnership with the Vice President, Corporate FP&A, the VP, AWM and Insurance will provide leadership to the overall FP&A function -jointly shaping priorities, driving talent development, and strengthening team capabilities across the enterprise FP&A community.
The incumbent will effectively navigate the matrix organization and foster high-trust relationships across the enterprise. Skilled in leading change, this leader will role model systems thinking, see the big picture, challenge the status quo, anticipate unintended consequences, and drive the integration of the Investment Products with the Life, Health, and Annuity Products into the Advice framework.

DUTIES & RESPONSIBILITIES

Lead FP&AAdvice &Wealth Managementand InsuranceStrategicBusiness Partnerteamin ordertodriveclient-centered growth, support the development and execution of Thrivent'sstrategyand enable effective decision making.The VP, FP&A AWM andInsuranceand their team will partner with the executives and leaders of the Distribution, Products, and Operations functions of the Advice & Wealth Management and Insurance businesses in the areas of planning and forecasting, business performance management, and strategic decision support and analysis.

Integrated Planning and Forecasting

  • Drive and coordinate theenterpriseintegrated planning and forecasting processes.

  • Provide strategic financial guidance to senior leadership, ensuring alignment of financial goals with business strategy.Identifykey performance drivers, trends, and risks, and deliver actionable insights to support growth, profitability, and operational efficiency.

  • Translate business goals and actions into financial and operational plans and forecasts.

Business Performance Management

  • Lead review of financial and operational results to build an end-to-end understanding of financial performance.

  • Deliver reporting and insights that describe performance to plan and forecast andidentifyperformance opportunities and risks.

  • Provide expense performance management, reporting and analysis that enables business decisions and flexibleallocation (and reallocation)of resources.

Strategic Decision Support & Analysis

  • Collaborate with business leaders to assess business initiatives, product profitability, investment cases, and resource allocation.

  • Lead scenario modeling and sensitivity analyses to evaluate risks, opportunities, and trade-offs on business investments and initiatives.

  • Actively partneronstrategic analytics thatsupportsachieving desired results.

  • Consult and advise on how to measure success and implement ongoing measurement tools.

Lead Strategic Performance Analytics COE and Shared Service

Provideoversightto theFP&AStrategic PerformanceAnalytics team, including the Analytics shared service and COE. In collaboration withstakeholders across the enterprise,supportdefiningadata & analyticsagenda.

  • Deliver insightful and actionable analytics to the enterprise to inform key business decisions and support sales,clientand capacity planning.

  • Identifymetrics and KPIs that measure, drive, and provide insights into business performance results and strategic initiatives.

  • Drive continuous improvement and best practices through creation and deployment of frameworks, processes, and tools that are standardized andoptimized.

  • Lead and prioritize technology changesand data strategies for tools and data used in analytics, management reporting, and forecasting.

Leadership

  • Proactivelyanticipatesand resolves challenges/problems.Removesobstacles as needed to achieve success.

  • Ensures regular, clear, and values-based communication and accountability.

  • Recruit, develop, and sustain a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

  • Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.

  • Supports and/or develops an environment in which Thrivent employees and colleagues are focused on driving impact, growing sales, and delivering value to our clients and Thrivent. Shapes and/or supports a culture thatrepresentsthe Thrivent purpose and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS

Required:

  • Bachelor's degree in accounting, business, finance or actuarial required; 15+ years' experience in seniorfinance or actuarial leadership roles partnering with executives.

  • 10+ years' experience in financeleadership in the financial services industry includingsignificant experiencein wealth management.

  • Demonstrated analytical skills and knowledge and understanding of financial services business models.

  • A passion for leading people anda track recordof building and managing high-performing teams.

  • Effective and mature communicator, able to convey intricate ideas in a clear, concise manner both verbally and in writing, comfortable in business and technical discussions.

  • Strong relationship building skills with the ability to cultivate and mature cross-organization relationships with key stakeholders.

  • Ability to manage multiple competing priorities across the organization.

  • Cleartrack recordof success as aconsultativefinancial leaderwith a reputation as a trusted advisor rather than process owner.

  • Ability toanticipateaccounting, financial reporting and operational issues, assess the implications,determinetheirimpactand develop and implementan appropriate actionplan.

  • Demonstrated creative problem-solving to navigate ambiguous situations.

  • Demonstrated ability to interact with all levels of management and employees,demonstratingstrong interpersonalskill.

Preferred:

  • Advanced degree in finance, actuarial,accounting, businessadministrationor another related field.

  • Professionalcertification of CPA,CFAor FSA preferred.

  • Experience interacting with boards and board committees.

  • Advanced strategic orientation and application skills.

  • PriorController, Actuarial, and/or FP&A leadership experience at a large financial services corporation.

Additional Information

  • This positionallowsa flexiblehybridwork arrangement from the Minneapolis, MN or Appleton, WI area.

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. The applicable salary or hourly wage range for this full-time role is $259,869.00 - $389,805.00 per year, which 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; 27 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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