$21.64 - $28.85/hr
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 ...
$21.64 - $28.85/hr
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 ...
$21.64 - $28.85/hr
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 ...
$25.96 - $28.85/hr
Virtual Financial Advisor - Remote Boston, Massachusetts Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
$25.96 - $28.85/hr
Virtual Financial Advisor - Remote Boston, Massachusetts Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
Dallas, TX · Hybrid
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Dallas, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
Dallas, TX · Hybrid
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Dallas, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
Milwaukee, WI · Hybrid
$21.64 - $24.04/hr
Virtual Financial Advisor - Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
Milwaukee, WI · Hybrid
$21.64 - $24.04/hr
Virtual Financial Advisor - Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
$21.64 - $28.85/hr
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 ...
$21.64 - $28.85/hr
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 ...
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Minneapolis, Minnesota Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Minneapolis, Minnesota Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
$21.64 - $24.04/hr
Virtual Financial Advisor - Hybrid Atlanta, Georgia Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
$21.64 - $24.04/hr
Virtual Financial Advisor - Hybrid Atlanta, Georgia Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
$25.96 - $28.85/hr
Virtual Financial Advisor - Remote Nashua, New Hampshire Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
$25.96 - $28.85/hr
Virtual Financial Advisor - Remote Nashua, New Hampshire Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community ...
Denver, CO · Hybrid
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Denver, Colorado Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
Denver, CO · Hybrid
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Denver, Colorado Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
Annapolis, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Annapolis, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Orleans, MA · On-site
$75K - $90K/yr
Overview Ira Toyota of Orleans is part of fast growing Group 1 Automotive , a leader in automotive retail and we are looking to add a qualified Virtual Finance Operations Director to our team. With ...
Quick apply
Orleans, MA · On-site
$75K - $90K/yr
Overview Ira Toyota of Orleans is part of fast growing Group 1 Automotive , a leader in automotive retail and we are looking to add a qualified Virtual Finance Operations Director to our team. With ...
Egg Harbor Township, NJ · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Egg Harbor Township, NJ · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Charlotte, NC · On-site +1
$21.64 - $24.04/hr
Virtual Financial Advisor - Remote Charlotte, North Carolina Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a ...
Charlotte, NC · On-site +1
$21.64 - $24.04/hr
Virtual Financial Advisor - Remote Charlotte, North Carolina Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a ...
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 ...
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 ...
Chicago, IL · On-site +1
$23.80 - $26.45/hr
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 ...
Chicago, IL · On-site +1
$23.80 - $26.45/hr
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 ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
College Park, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Annapolis, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Annapolis, MD · On-site
$18 - $22/hr
Transition the customer to the Virtual Finance Manager and clearly set expectations for the Virtual Finance Interface (VFI) process * Support positive influence regarding the products offered by the ...
Dallas, TX · On-site +1
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Dallas, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
Dallas, TX · On-site +1
$23.80 - $26.45/hr
Virtual Financial Advisor - Hybrid Dallas, Texas Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...
$11.54 - $13.57
1% of jobs
$13.57 - $15.60
1% of jobs
$15.60 - $17.64
4% of jobs
$17.64 - $19.67
9% of jobs
$20.63 is the 25th percentile. Wages below this are outliers.
$19.67 - $21.70
21% of jobs
The median wage is $23.46 / hr.
$21.70 - $23.73
16% of jobs
$23.73 - $25.76
18% of jobs
$26.78 is the 75th percentile. Wages above this are outliers.
$25.76 - $27.80
10% of jobs
$27.80 - $29.83
10% of jobs
$29.83 - $31.86
6% of jobs
$31.86 - $33.89
4% of jobs
$11
$24
$33
A Virtual Finance job involves managing financial tasks remotely, such as bookkeeping, financial analysis, budgeting, tax preparation, and investment planning. Professionals in this role use cloud-based tools and software to assist businesses with their financial needs without being physically present. Virtual Finance roles can range from freelance and part-time positions to full-time remote employment with companies or financial firms. This setup offers flexibility and cost-effectiveness for both finance professionals and businesses seeking financial expertise.
To thrive in Virtual Finance, you need a solid foundation in financial analysis, accounting principles, and remote work proficiency, often supported by a degree in finance, accounting, or a related field. Familiarity with cloud-based financial software (such as QuickBooks Online or Xero), advanced Excel skills, and certifications like CPA or CFA are highly beneficial. Excellent communication, time management, and problem-solving abilities help virtual finance professionals collaborate effectively and adapt to remote challenges. These skills ensure accurate financial management, seamless virtual teamwork, and strong client relationships in a digital environment.
In a Virtual Finance position, one of the main challenges is maintaining effective communication and collaboration with clients and team members who may be located in different time zones or have varying levels of technical proficiency. You may also need to ensure secure data management and continually adapt to new financial software and tools as the industry evolves. Staying disciplined and motivated while working independently is essential, as is shifting seamlessly between multiple client accounts or projects. Overcoming these challenges can be highly rewarding, as it helps you develop a robust set of skills valued in the modern workforce and can open up opportunities for advancement in the rapidly expanding field of remote finance.

$21.64 - $28.85/hr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 5 days ago
8.8
Based on 20 frontline employees who took The Breakroom Quiz
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 $21.64-$28.85 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.
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.