A financial services organization is seeking a Financial Advisor in Boston, MA, to provide personalized financial advice and build lasting client relationships. Responsibilities include guiding clients toward financial clarity, connecting them with Thrivent products, and leveraging community ties. Ideal candidates have a bachelor’s degree and licenses. The position offers unlimited earning potential and chances for professional growth in a supportive environment.
Qualifications
Bachelor's degree or equivalent experience.
Attainment of FINRA SIE, life and health licenses (licensed role only).
Satisfactory background check and licensing verification.
Responsibilities
Build a financial practice guiding clients on their journeys to financial clarity.
Provide personal and actionable financial advice connecting clients to products.
Develop long-term relationships based on trust and understanding.
Make client appointments leveraging your network and Thrivent's reputation.
Control your schedule for work-life balance.
Collaborate with specialists to build your practice.
Skills
Self-discipline
Independent
Interpersonal skills
Motivated by helping others
Education
Bachelor's degree or equivalent experience
Job description
A financial services organization is seeking a Financial Advisor in Boston, MA, to provide personalized financial advice and build lasting client relationships. Responsibilities include guiding clients toward financial clarity, connecting them with Thrivent products, and leveraging community ties. Ideal candidates have a bachelor’s degree and licenses. The position offers unlimited earning potential and chances for professional growth in a supportive environment.