Financial Advisor - Lakeland/Winter Haven, FL

Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Why Join Thrivent

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

Join a collaborative culture where colleagues want you to succeed and provide support from specialists in business development, marketing, technology, engagement, and experienced advisors. Thrivent empowers Financial Advisors to build thriving practices in communities like Lakeland and Winter Haven, FL, fostering work-life balance and genuine relationships rooted in faith and service.

As a not-for-profit financial services organization, Thrivent stands out by integrating faith, finances, and generosity. Serve clients in Polk County and surrounding areas, leveraging our award-winning reputation to grow your career while making a lasting difference in the lives of Christians pursuing financial clarity and purposeful living.

Role Description

As a Thrivent Financial Advisor in Lakeland/Winter Haven, FL, you will build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable, and achievable advice while connecting clients to Thrivent’s comprehensive suite of products and programs, including investments, insurance, banking, and generosity planning.

Develop and maintain genuine, long-term relationships across generations based on trust and understanding. Enjoy the flexibility to control your schedule, achieve work-life balance, and serve clients in your chosen community. Leverage your network, Thrivent’s reputation, and deliver award-winning financial workshops to secure client appointments and market your practice effectively.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients toward financial clarity, empowerment, and faith-aligned goals.
• Provide personalized financial planning, investment advice, insurance solutions, and banking services tailored to individual needs.
• Cultivate long-term client relationships through trust-building, ongoing communication, and multi-generational service.
• Prospect and secure client appointments using personal networks, community events, referrals, and Thrivent’s marketing resources.
• Deliver engaging financial workshops, seminars, and educational sessions to attract and educate potential clients.
• Collaborate with Thrivent specialists in marketing, technology, and business development to optimize practice growth.
• Maintain compliance with all regulatory requirements, including state insurance licenses and FINRA registrations.
• Participate in continuous professional development to stay ahead in financial advising trends and Thrivent tools.
• Embody Thrivent’s mission of generosity by integrating giving strategies into client plans.

Required Skills

Our culture thrives on individuals who are self-disciplined, independent, and driven. Successful advisors are natural coaches with strong interpersonal skills, passionate about serving others through a life of generosity rather than just selling products.

• Exceptional communication and relationship-building skills
• Self-motivation and discipline for independent success
• Financial planning and analysis expertise
• Sales prospecting and client acquisition abilities
• Public speaking and workshop facilitation
• Networking and community engagement
• Problem-solving and advisory coaching
• Adaptability to flexible schedules
• Commitment to ethical, faith-based advising
• Tech-savviness for CRM and financial tools

Education & Experience

Bachelor’s degree or equivalent experience required. No prior financial services experience necessary—Thrivent provides comprehensive training. Successful advisors come from diverse backgrounds like outside sales, business management, education, ministry, hospitality, military, and more. Skills from these fields transfer seamlessly into financial advising.

Must obtain state insurance licenses (life, health, variable contracts), Series 7 and 66 registrations during onboarding. Florida residents preferred for Lakeland/Winter Haven market. Passion for community involvement in local churches, schools, and organizations is key.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure based on production and assets under management. First-year earning potential often exceeds base draws, with top performers achieving six-figure incomes. Additional bonuses for business development milestones and client retention.

Benefits

• Up to 14 weeks paid training and onboarding
• Comprehensive health, dental, vision, and life insurance
• 401(k) with generous employer match
• Paid time off and flexible scheduling
• Professional development stipends and licensing support
• Marketing and technology resources at no cost
• Access to Thrivent’s advisor community and mentorship
• Generosity programs and volunteer opportunities

Ready to join Thrivent in Lakeland/Winter Haven, FL? Apply today and start your rewarding career as a Financial Advisor!