Financial Advisor - Worcester, MA and Surrounding
Thrivent Financial for Lutherans
Thrivent Financial Advisor
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. 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.
As a Thrivent Financial advisor, 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 and connect clients to Thrivent products and programs.
- Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
- Have the flexibility to control your schedule, allowing for work-life balance.
- Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
- Get the support of specialists from every facet of the organizationsuch as business development, marketing, technology, engagement, and experienced advisorsas you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are or want to become part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
- Self-disciplined, independent and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
- Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
- Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
- Medical, dental, vision, disability and accidental death and dismemberment insurance.
- Pension, 401(k) and retiree medical plans.
- Ongoing support, training and opportunity for professional growth as you build your business.
- 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.
- Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
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 100 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 $179 billion in assets under management/advisement (as of 12/31/23). 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.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
Thrivent Financial for Lutherans$90k - $120k
...Training & development This role is also commonly known as a Financial Planner or Wealth Advisor. About Us We are a full-service financial planning... ...advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage...SuggestedFull timeSummer workWork at officeRemote workMonday to Friday$90k - $120k
FINANCIAL ADVISOR - Come Support Clients Through Every Stage of Life and Grow With Our Team About Us We’re a full-service financial planning and... ...investment firm located in the heart of downtown Springfield, MA. Our business is about more than financial numbers. It’s about...SuggestedFull timeSummer workWork at officeWork from homeMonday to Friday$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial... ...growth opportunity with deep support-helping advisors build meaningful businesses while making... ...own model * Elevated peer environment - Surround yourself with high-performing, growth-minded...SuggestedFlexible hours- ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience...SuggestedWork at office
- We are growing our relationship-driven retirement planning firm and looking for a Financial Advisor who wants to make a meaningful impact. Our clients entrust us with some of their most important financial decisions, and we respond with thoughtful guidance, personalized...Work at office
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Opportunity:Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant—where you’ll bring hands-on financial... ...extensive benefits offerings please check out our Total Rewards at a Glance.SummaryLocation: Springfield, MA; Boston, MAType: Full timeFull timeWork experience placementWork at office
$50k - $60k
...About Us We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement... ...under the mentorship of a seasoned advisor. Position Summary The Associate...Full timeSummer workInternshipWork at officeImmediate startRemote workMonday to Friday$115.9k - $152.1k
...Management (IM) is seeking an experienced communications and financial analysis professional to join the Investment Reporting & Communications... .... Help shape and communicate the financial narrative surrounding investment performance, investment operations, portfolio...Work at office$72.5k - $95.1k
...Insurance and Financial Services Audit Consultant MassMutual Corporate Audit Team Full-Time Springfield, MA or Boston, MA The Opportunity As an Insurance and Financial... ..., you'll play a key role as a trusted advisor on operational risk and internal controls...Full timeWork experience placement$25 - $38.46 per hour
...West Springfield, MA Full time R-37898 Location: 1063 Riverdale Street - West... ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...with a plan-based approach to financial advice. As a PCB, you will deliver and refer...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...Beacon Bank in Springfield, MA is seeking a Universal Banker to perform Teller and Personal Banking Representative duties, delivering exceptional service while processing transactions, opening accounts, and growing customer relationships. Promote digital banking and ensure...
- A leading financial institution in Springfield, MA is looking for an Associate Relationship Banker to enhance client experiences and provide financial solutions. In this role, you will leverage technology and personal interactions to meet client needs in a welcoming branch...
- ...Financial Aid Advisor - Lincoln Tech - East Windsor, CT campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
$61.88k - $92.56k
...Financial Advisor Associate Work Location: Westfield, Massachusetts, United States of America Hours: 40 Pay Details: $61,880 - $92,560 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...Temporary workTraineeshipWork experience placementWork at office$84.1k - $110.3k
...Financial Control Consultant The Opportunity As a Financial Control Consultant, you will have the opportunity to demonstrate and advance your accounting, reporting, auditing, financial analysis and computer system skills by acting as the primary liaison to Corporate...Temporary work- PV Financial Group is seeking a local, community-minded, and driven individual to join our growing financial planning firm. This individual... ...needs and objectives: Establish and define the client/advisor relationship Gather data, including goals Analyze and evaluate...Local area
$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their... ...timeJob Shift 1stLocations 470 North Main Street, East Longmeadow, MA, 01028, USWorking Hours 35Career Site Category Bank Branch...Hourly payLocal areaFlexible hoursShift work$64k - $75k
...Loan Officer (Bilingual) Hybrid Springfield, MA 01103 Overview Salary Range $64,000.00 - $75,000.00 Salary/year Position Type... ...loan applicants, conducting due diligence, preparing financial spreadsheets and analyzing financial data, preparing written analyses...Full timeTemporary workWork at officeLocal areaRemote work3 days per week$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...right tools and mentorship. About the Role In your role as a Financial Associate, we will help you build your career in delivering... ...travel incentives In-person work - office located in Braintree, MA Other office locations: Nashua, NH and South Hadley, MA...Permanent employmentWork at officeRemote work
$148.3k - $194.6k
...Portfolios Team Full-Time Springfield, MA or Boston ,MA The Opportunity... ...management, portfolio construction, research, advisor engagement, and business development... ...model portfolio solutions serving MassMutual financial advisors and their clients. The team...Full timeTemporary work- Northwestern Mutual is seeking College Financial Representatives for their internship program in Springfield, Massachusetts. The role involves building a financial planning practice while receiving guidance and support from a Fortune 500 company. Responsibilities include...Full timeInternship
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...PeoplesBank in Holyoke, MA, seeks a Senior Banker to deliver outstanding service for personal and business customers. You\u2019ll manage accounts, support lending, and assist with digital banking while building strong relationships and ensuring policy compliance. The...
- ...Commercial Mortgage Loans Investment Controllership Full-Time/Boston, MA, Springfield, MA or NYC The Opportunity Reporting to... ...join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others...Full timeTemporary workWork at office
- ...is seeking a Sr. Relationship Manager to develop and manage commercial banking relationships across client segments, structuring financial solutions to meet needs and drive portfolio growth. You will lead complex credit analyses, negotiate terms, build referrals across...
$137.8k - $180.8k
...Controllership Governance/Investment Controllership Full-Time/Boston, MA or Springfield, MA The Opportunity MassMutual is seeking... ...Investment Operations, Securities Controllership, Treasury, Financial Reporting, ERM, and other key business partners. Establish...Full timeTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Worcester, MA and Surrounding. Be the first to apply!
- financial advisor Springfield, MA
- financial associate Springfield, MA
- estate planning consultant Springfield, MA
- financial advisor associate Springfield, MA
- financial planning associate Springfield, MA
- financial planning assistant Springfield, MA
- finance associate Springfield, MA
- financial counselor Springfield, MA
- financial planning administrator Springfield, MA
- financial planner Springfield, MA

