Financial Advisor - Greater Boston, MA
Core
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Role type
Independent Financial Advisor (Insurance & Securities)
Builds
Personal financial advice, insurance policies, and investment products for individual clients.
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching, relationship building, sales, financial planning
Preferred skills
Ministry background, military experience, prior sales experience
Technologies
Thrivent products and programs
Responsibilities
Provide personal, actionable and achievable advice; connect clients to Thrivent products and programs; develop and maintain genuine, long-term relationships; make client appointments by leveraging network and reputation; deliver award-winning financial workshops; market the practice.
Seniority
Individual Contributor, entrepreneurial