Massachusetts Licensed Financial Advisor

Job Summary

To support a growing practice, the full-time Massachusetts Licensed Financial Advisor will provide virtual financial guidance to clients, leveraging strong interpersonal skills to build trust and deliver tailored recommendations, while working remotely and engaging with existing clients through various digital platforms.

Key responsibilities

• Engage with clients to provide personalized financial advice and connect them to Thrivent products
• Proactively reach out to re-engage existing clients and schedule meaningful virtual appointments
• Utilize financial planning tools and collaborate with colleagues to enhance client service and sales experience

Required qualifications

• Bachelor's degree or equivalent experience
• FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days
• State insurance licensed in life, health, and variable lines of authority or to be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)