Financial Advisor - Ocala/The Villages, 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. Benefit from specialists in business development, marketing, technology, engagement, and experienced advisors. Thrivent empowers Financial Advisors to serve communities in Ocala and The Villages, FL, guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

Experience flexibility to control your schedule for optimal work-life balance. Leverage Thrivent’s reputation, award-winning financial workshops, and marketing tools to build your practice. Whether you're a seasoned professional or transitioning careers, Thrivent provides the platform for long-term success in financial advising.

Role Description

As a Thrivent Financial Advisor in Ocala/The Villages, you will build a financial practice focused on personal, actionable, and achievable advice. Connect clients to Thrivent’s comprehensive products and programs, including investments, insurance, banking, and generosity initiatives. Develop genuine, long-term relationships across generations based on trust and understanding, serving clients in your chosen community.

Make client appointments by leveraging your network and Thrivent’s strong reputation. Deliver impactful financial workshops and market your practice effectively. Enjoy the autonomy to set your schedule while accessing robust support from Thrivent’s national network.

Detailed Responsibilities

• Build and grow a financial practice guiding clients toward financial clarity and purposeful living.
• Provide personalized financial planning, investment strategies, insurance solutions, and banking services.
• Develop and maintain long-term client relationships through trust, empathy, and ongoing support.
• Prospect new clients via networking, referrals, community events, and Thrivent-hosted workshops.
• Conduct financial reviews, goal-setting sessions, and portfolio analyses to optimize client outcomes.
• Deliver educational seminars on retirement planning, wealth management, and faith-based generosity.
• Collaborate with Thrivent specialists for advanced solutions in business development and technology.
• Ensure compliance with all regulatory requirements, including Series 7, 66, and state insurance licenses.
• Market your practice using Thrivent’s tools, digital platforms, and local community engagement.
• Track performance metrics and adapt strategies to achieve business growth targets.

Required Skills

Thrivent seeks Financial Advisors with a passion for service. Our culture values individuals who are self-disciplined, independent, and driven to succeed. Ideal candidates are motivated by helping others achieve goals, possess strong interpersonal skills, and live a life of generosity.

Key Skills (8-10 Essential):

• Financial planning and analysis
• Client relationship management
• Sales and business development
• Networking and prospecting
• Public speaking and workshop facilitation
• Investment product knowledge
• Insurance licensing expertise
• Regulatory compliance (Series 7/66)
• Interpersonal communication
• Self-motivation and discipline

Education & Experience

Requirements:

• Bachelor’s degree or equivalent professional experience.
• Obtain state insurance licenses (life, health, variable contracts), Series 7, and Series 66 registrations (Thrivent provides paid training).
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly transferable.
• Demonstrated commitment to community involvement, faith-based values, and client-centered service.

Successful Thrivent Financial Advisors come from diverse backgrounds. No prior financial experience required—Thrivent’s onboarding equips you for success.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure. First-year earnings potential includes base support during training, transitioning to performance-based pay. In Ocala/The Villages, FL, top performers achieve six-figure incomes quickly. Additional incentives include bonuses, contests, and recognition programs.

Benefits

• Up to 14 weeks paid training and onboarding.
• Comprehensive health, dental, vision, and life insurance.
• 401(k) retirement savings with company match.
• Paid time off, holidays, and flexible scheduling.
• Professional development and continuing education reimbursement.
• Access to Thrivent products at preferential rates.
• Generosity programs and community impact initiatives.
• Technology tools, marketing support, and mentorship.

Apply today to join Thrivent in Ocala/The Villages and transform lives through faith-driven financial advice. Thrivent: Where faith meets finance.