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 and client relationships
Domain
Financial Services / Insurance / Securities
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, community engagement
Preferred skills
Background in outside sales, business management, education, ministry, hospitality, or military
Technologies
N/A
Responsibilities
Provide personal, actionable financial advice; connect clients to Thrivent products and programs; develop long-term client relationships; make client appointments; deliver financial workshops
Seniority
Entry-level to Senior, independent contractor
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