Financial Advisor - Worcester, MA and Surrounding
Thrivent
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. Responsibilities 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 organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics 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. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call View phone number on click.appcast.io and request Human Resources. #J-18808-Ljbffr Thrivent
- Financial Advisor - Worcester, MA and Surrounding page is loaded **Financial Advisor - Worcester, MA and Surrounding**locationsMA - Worcester CountyMA - SpringfieldMA - BostonMA - Northborough time typeFull time posted onPosted Today job requisition idREQ-42334 Meaningful...SuggestedLocal area
$70k - $80k
A leading financial services firm is seeking a financial advisor in Worcester, MA. The role involves providing tailored financial advice, building financial plans, and recommending appropriate banking and brokerage products. Candidates should have at least one year of relevant...Suggested$70k - $80k
...guided by a common purpose to help make financial lives better through the power of every connection... ...Week 40 Pay Transparency details US - MA - Westborough - 306 Turnpike Rd -... ...WESTBOROUGH - SPEDWAY PLZ BC (MA6259), US - MA - Worcester - 29 W Boylston St - CHADWICK SQUARE BC (...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$29.25k
Full Time Teller, Gold Star Branch, Worcester, MA 6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more... ...Here Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest...SuggestedHourly payFull timeContract workWork experience placementWork at officeAfternoon shift$20.5 - $32.12 per hour
...relevant experience, and specific work location.) Location: Worcester, MA - 560 Park Ave Purpose/Objective Identify customer needs to... ...regulations, procedures, reporting, and record‑keeping. Assists Financial Center Manager and/or Assistant Financial Center Manager with...SuggestedWork at officeFlexible hours$80.08k - $170.03k
VP, Portfolio Manager - Mid Mkt job at Berkshire Bank, Worcester, MA. Division: Commercial Department: Middle Market Reports to: Various... ...within Middle Market. Continuously evaluates operational and financial performance to maintain portfolio quality and risk rating...$60k - $80k
Oasis Senior Advisors is looking to add a full-time Senior Living Advisor, focused on Worcester/MetroWest, Mass to our growing team. Oasis Senior... ...of commerce, senior centers, financial advisors, elder law/estate... ...sites in the Worcester, MA/MetroWest, MA market. Candidate...Full timeLive inLocal areaFlexible hours$20 - $22.36 per hour
...Relationship Banker I - Worcester Front Street Job Category: Retail Banking Requisition... ...Banking Ctr 153 Front Street Worcester, MA 01608, USA Pay or shift range: $20 USD... ...Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility...Full timeShift work- Relationship Banker I Worcester Grafton St Branch Worcester, MA, United States Job Description As a Relationship... ...our client base by identifying financial needs, efficiently processing transactions... ...conversations. You are the trusted advisor of our customers and a champion for...Live inWork at officeFlexible hours
$20 - $22.36 per hour
Relationship Banker I - Worcester Front Street Job Category: Retail Banking Requisition Number... ...Banking Ctr 153 Front Street Worcester, MA 01608, USA Pay or shift range: $20 USD... ...Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility...Full timeShift work$100k - $125k
Financial Advisor Location: Worcester, MA Compensation: $100,000 to $125,000 + bonus Status: Full time, hybrid We are an independent, fee-based investment advisory firm that specializes in activemanagement and capital preservation for high-net-worth individuals, families...Full timeWork at office$26.28 - $28.62 per hour
Join Our Team as a Financial Service Representative Location: Marlborough, MA | Full-Time Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We’re looking for a Financial...Hourly payFull timeRelocation package$120k - $200k
Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States Salary: $120,000 - $200,000 per year About the Firm We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive...Local area$100k - $140k
Job Overview Financial Advisor - 2 positions (3-5 years experience and 5-10 years experience). Salary ranges from $100,000 to $140,000 base plus... ...and a comprehensive benefits package. Located in Westborough, MA with on‑site and flexible duties, including travel to client...Local areaFlexible hours$20 per hour
...Teller, Worcester Gold Star, Full-Time, Onsite Job Category: Branch Services Requisition... ...TELLE006411 Full-Time On-site Worcester, MA 01606, USA Job Details Schedule -... ...excellence and helping members achieve their financial goals. Essential Functions: Reasonable...Full timeWork at office$25 - $27.88 per hour
...are guided by a common purpose to help make financial lives better through the power of every connection... ...40 Pay Transparency Details US - MA - Auburn - 376 Southbridge St (MA6336), US - MA - Framingham - 1270 Worcester Rd - FRAMINGHAM BC (MA6122), US - MA -...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- A premier financial services company is seeking a Financial Advisor in Westborough, MA. You will work with high-net-worth individuals, identifying needs and developing relationships. Responsibilities include managing client portfolios, recommending suitable investment...
- A leading financial services firm is seeking a Financial Advisor in Worcester, MA. In this role, you'll provide expert financial advice, build strong client relationships, and enjoy flexible scheduling. Ideal candidates have a Bachelor’s degree, interpersonal skills, and...Flexible hours
- ...seeking an Actuarial Director to join our Specialty Lines Team, in Worcester, MA, or Windsor, CT offices or remote work arrangement. POSITION... ...offer comprehensive benefits to help you be healthy, build financial security, and balance work and home life. At The Hanover, you...Remote jobPermanent employmentFull timeTemporary workWork at officeWork from home
- Actuarial Director or Manager (REMOTE OR MA) Worcester, MA, USA Job Description For more than 170 years, The Hanover has been committed... ...recommendations clearly linked to the organization’s strategy and financial goals, reflecting an awareness of external dynamics....Remote jobFull timeTemporary workWork at officeWork from home
$80k - $90k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...States of America) Hours Per Week 40 Pay Transparency details US - MA - Burlington - 25 BURLINGTON MALL RD (MA9025), US - MA -...Interim roleWork at officeLocal areaImmediate startShift workDay shift$110k - $125k
Transcend Practice Management is seeking a Financial Advisor in Worcester, MA. This full-time role is focused on building strong client relationships and delivering personalized financial plans. Candidates should possess a Bachelor’s degree, CFP designation, and over 5...Full time- A leading senior care advisory company is seeking a Senior Living Advisor in Worcester, MA. This full-time role emphasizes community engagement and business development in the senior care sector. Responsibilities include managing relationships with assisted living facilities...Full time
$17.98 - $32.12 per hour
...office days per week. Our office is located at 385 GROVE ST, Worcester, MA 1605. Optum is a global organization that delivers care, aided... ...payment requirements Advises patients or others as to their financial liability. Interfaces in person or by phone to identify any...Hourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work2 days per week$80k - $150k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data,...Work at office$21 - $23 per hour
An educational institution in Worcester, MA, is seeking a Financial Aid Counselor to provide exceptional financial aid counseling to students and families. Responsibilities include counseling, documentation of interactions, and collaboration with internal departments. Candidates...Hourly payTrial period- ...service/digital options that meet their needs* Acts as an advocate for the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate partner to provide solutions* Makes sound decisions and provides...Work at officeNight shiftAfternoon shift
$100k - $300k
...mortgage loans per month Active NMLS/MLO license in Massachusetts (MA) Experience building and managing referral partnerships with... ...partnerships with investor-focused agents, builders, or financial planners Benefits Built to Help You Win More Realtor Business...- A leading financial services firm in Worcester, MA is seeking a Financial Services Professional to build client relationships and provide financial guidance. You'll access robust training and support to develop your career. The role offers a competitive commission structure...Flexible hours
$80k - $150k
Wizehire seeks a passionate entry-level financial advisor in Westborough, Massachusetts. The role involves identifying new clients, creating financial plans tailored to their unique circumstances, and providing strategic investment advice. Ideal candidates possess excellent...
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