Virtual Financial Advisor - Milwaukee
Thrivent
About this role
The Virtual Advisor delivers tailored financial guidance to re-engage existing Thrivent clients using the company’s advice framework. The role schedules and conducts client appointments via phone, screen-sharing, and video to assess financial goals and recommend actions to improve clients' financial well-being.
Skills
Qualifications
About Thrivent
thrivent.comPlan your finances for the people, causes and community you love.
Recent company news
PR NewswireThrivent Continues Major Growth Push with Plans to Add 600 More Financial Advisors in 2026
2 days ago
Pulse 2.0Thrivent Plans To Hire 600 Financial Advisors In 2026
1 day ago
Institutional Real Estate, Inc.Thrivent continues major growth push with plans to add 600 more financial advisers in 2026
1 day ago
Minnesota Spokesman-RecorderLynn Crump-Caine Named Board Chair at Thrivent
5 days ago
The Business JournalsThrivent CEO Terry Rasmussen shares what drives her outside the office
2 weeks ago
About Thrivent
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Thrivent.
Salary
$48k – $53k
per year