Financial Advisor - Worcester, MA and Surrounding Areas

Meaningful work. Rewarding career. Join Thrivent as a Financial Advisor in Worcester County, Massachusetts, and make a lasting impact by providing expert financial advice with heart. Thrivent is a unique financial services firm that places generosity at the core of saving, investing, and community service. Here, you'll empower clients to build, grow, and protect their financial well-being through purpose-driven advice, investments, insurance, banking, and generosity programs.

Why Join Thrivent?

Thrivent stands out as a Fortune 500 leader offering unmatched support, stability, and growth opportunities for Financial Advisors in Worcester, MA. We invest in your success with up to 14 weeks of paid training and coaching, helping you obtain essential state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and our comprehensive advisor onboarding program. Post-onboarding, enjoy the freedom of commission-based and incentive-driven income, giving you direct control over your earnings potential.

Experience a collaborative culture where colleagues cheer your success. Leverage support from specialists in business development, marketing, technology, client engagement, and seasoned advisors. Build your practice in the vibrant Worcester County community, serving clients where they live, work, and worship. Thrivent's reputation opens doors, allowing you to deliver award-winning financial workshops and grow through networking and marketing.

Role Description

As a Thrivent Financial Advisor in Worcester, MA, you'll guide Christians on their journeys to financial clarity, fostering lives of service and faith. Provide personal, actionable, and achievable advice while connecting clients to Thrivent's robust suite of products and programs. Develop genuine, long-term relationships across generations, built on trust and deep understanding. Enjoy schedule flexibility for optimal work-life balance in this rewarding role.

Detailed Responsibilities

• Build and expand a financial practice by guiding clients toward financial clarity and empowerment.
• Deliver personalized financial planning, investment strategies, insurance solutions, and banking services tailored to individual needs.
• Cultivate lasting client relationships through trust, empathy, and community involvement in Worcester County.
• Secure client appointments via personal networks, Thrivent's esteemed reputation, and hosting impactful financial workshops.
• Market your practice effectively using Thrivent-provided tools and resources.
• Collaborate with internal specialists for business development, technology integration, and marketing support.
• Maintain compliance with all regulatory requirements, including Series 7, 66, and state insurance licenses.
• Participate in ongoing professional development to stay ahead in financial advising trends.

Required Skills

Thrivent seeks Financial Advisors in Worcester, MA who embody our values. Ideal candidates are self-disciplined, independent, and driven to succeed. Key skills include:

• Exceptional interpersonal and communication skills for client relationship building.
• Strong coaching and guidance abilities to motivate client goal achievement.
• Financial planning and analysis expertise.
• Sales and business development proficiency.
• Networking and community engagement talents.
• Passion for generosity and serving others beyond product sales.
• Adaptability and self-motivation in a flexible environment.
• Analytical skills for investment and risk assessment.
• Workshop facilitation and public speaking confidence.
• Tech-savviness for utilizing CRM and financial software tools.

Education & Experience

Bachelor’s degree or equivalent professional experience required. No prior financial advising experience necessary—successful Thrivent advisors hail from diverse backgrounds like outside sales, business management, education, ministry, hospitality, military, and more. These fields provide transferable skills ideal for this role. We're looking for community-oriented individuals passionate about financial wellness in Worcester County, Massachusetts.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance incentives, and bonuses. First-year total compensation potential exceeds $100,000 for top performers, with established advisors averaging $150,000+. Enjoy the stability of paid training and comprehensive support as you launch your practice.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, parental leave, and professional development stipends. Access Thrivent's generosity programs, wellness resources, and employee assistance programs. As a member-owned firm, benefit from profit-sharing and community impact initiatives.

Join Thrivent today and transform lives as a Financial Advisor in Worcester, MA. Apply now to start your purposeful career!