Financial Advisor - Muskego, WI and Surrounding Areas
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. 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 Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: 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 You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: 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 provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. 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 View email address on click.appcast.io or call800-847-4836and request Human Resources. #J-18808-Ljbffr Thrivent
$65k
Personal Banker - To $65K - Waukesha, WI - Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...in loan sales, application processing, and loan closing at a financial institution Ability to explain credit bureau reports and manage...SuggestedWork at office$70k - $250k
Financial Advisor - Career Changers Encouraged to Apply! Financial Advisor - Career Changers Encouraged to Apply! Get AI-powered advice on this... ...savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of...SuggestedFull timeContract workFor contractorsWork at office- ...policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. *** Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities*** Citizens Bank - WISuggestedWork at officeMonday to Friday
$19 - $21 per hour
...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Wintrust was founded...SuggestedHourly payFull timeTemporary workAll shiftsFlexible hours$85k
...Commercial Credit Analyst – To $85K – Waukesha, WI – Job # 3638 Who We Are The Symicor... ...Credit Analyst role in the Waukesha, WI area. The successful Credit Analyst candidate will... ...include: ~Performing in-depth financial analysis (spreading and analyzing financial...SuggestedWork at office- ...Category: Retail Branch Banking Full-Time On-site Brookfield, WI 53045, USA Job Details What is the Lead Teller role? The... ...the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This...Full timeBank staffFlexible hours
- ...Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider... ...affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at Citizens Bank - WIFull timeWork at officeMonday to Friday
- About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals...Work from homeFlexible hours
$50 - $60 per hour
...opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance... ...to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance...Hourly payContract workWork experience placementRemote workFlexible hours$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift- ...PNC's Retail Banking organization, you will be based in Waukesha, WI at the Waukesha Branch. PNC is an in-office company that... ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$95k
Sr. Credit Analyst – To $95K – Brookfield, WI – Job # 3730 Who We Are The Symicor Group is a boutique... ...fill a Sr. Credit Analyst role in the Brookfield, WI area. The position is responsible for the analysis of financial statements and other relevant factors that...Work at office$75k
...Commercial Loan Processor – To $75K – Waukesha, WI – Job # 3751 Who We Are The Symicor Group is a boutique talent acquisition... ...fill a Commercial Loan Processor role located in the Waukesha, WI area. The position is responsible for the preparation, accuracy, and completeness...Full time- ...Duties: Prepare client tax returns and tax estimates Assist Lead Advisor in carrying out planning, analysis, investment and other... ...decisions that affect client relationships Prepare, review, and update financial plans, including working with clients to obtain the necessary...Permanent employmentFull timeWork at office
$115k
Portfolio Manager – To $115K – Brookfield, WI – Job # 3757 Who We Are The Symicor... ...Portfolio Manager role in the Brookfield, WI area. This selected candidate will be responsible... ...of loan applicants, analyze financial statements and tax returns, and prepare comprehensive...- ...Sales Channel, Product Management Teams, and ABB Drive Services. The area of technical support includes but is not limited to Programmable... ...). This role supports Motion Drive Products in New Berlin, WI. The person in this role will be the Technical Support subject matter...Temporary workFor contractorsLocal areaMonday to Friday
- Investment Advisor/Financial Planner – Waukesha, WI – Job # 2022 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...
$120k
...Portfolio Manager – To $120K – Greenfield, WI – Job # 3763 Who We Are The Symicor... ...Portfolio Manager role in the Greenfield, WI area. The position is responsible for supporting... ...by conducting regular risk reviews, financial statement analysis, direct involvement in...Full timeWork at office$65k
Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ...sales, application generation, and loan closing experience at a financial institution. ~Previous experience in understanding and explaining...Work at office$17.5 per hour
...efficient, accurate and friendly service; builds strong relationships between the customer and the Bank. Some Tellers are assigned as Area Tellers; staff in these roles are assigned a number of branch locations to support. ESSENTIAL DUTIES AND RESPONSIBILITIES :...Temporary workPart timeBank staffLocal areaDay shift- ...'s Retail Banking organization, you will be based in Greendale, WI at the Greendale Branch . PNC is an in-office company that fosters... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timePart timeWork experience placementWork at officeShift work
- ...PNC's Retail Banking organization, you will be based in Waukesha, WI at the Waukesha Branch. PNC is an in-office company that... ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work...Work experience placementMonday to ThursdayShift workWeekday work
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$18 per hour
...open/close duties and other operational tasks. Completes customer files and paperwork; provides documentation support to all branch areas as needed. Qualifications Education and/or Experience: High school diploma or equivalent and at least six months of related experience...Part timeBank staff$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- TwinThread is seeking a Financial Advisor to champion teammate success and provide personalized investment solutions in New Berlin, Wisconsin. The ideal candidate will have at least 2 years in a Financial Advisor role and demonstrate success in client acquisition and relationship...
$135k
C&I Commercial Lender – To $135K + Bonus – Waukesha, WI – Job # 3415 Who We Are The Symicor Group is a boutique talent acquisition... ...issues and any present or potential risk. ~Analyzing applicant financial status, credit and property evaluation to determine feasibility...$55k
...Entry Level - Credit Analyst - To $55K – Waukesha, WI – Job # 3749 Who We Are The Symicor Group is a boutique talent acquisition... ..., WI market. The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the...$65k
Commercial Loan Processor – To $65K – Waukesha, WI – Job # 3569 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking...
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