Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent Financial for Lutherans
Thrivent Financial Advisor
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
- 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.
$24k
...part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building... ...practice of Thrivent in Appleton, WI. We are growing and... ...many services, some key areas that define our process are...SuggestedFull timeWork at officeLocal area$24k
...part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building... ...practice of Thrivent in Appleton, WI. We are growing and... ...many services, some key areas that define our process are...SuggestedFull timeWork at officeLocal area$58.44k
...Primary responsibilities include the full breadth of personal financial counseling services to military service members and their... ...Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI Grade 24 Work Experience - Required Financial...SuggestedContract workTemporary workWork experience placementWork at officeRemote work- ...Thrivent Financial in Appleton, WI is looking for a Team-Based Financial Advisor. In this full-time role, you'll focus on learning and development with mentorship from experienced financial advisors. You'll build relationships with clients while gaining industry knowledge...SuggestedFull time
$125k - $175k
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...absence of the Branch Manager. Some Lead Tellers are assigned as Area Lead Tellers; staff in these roles are assigned a number of... ...customer service abilities. Must have demonstrated knowledge of financial concepts. Previous Teller experience preferred. Other Skills and...Bank staffWork at office- ...Description Location: Appleton, WI (Onsite) Join a collaborative, multi-generational team... ...on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner... ...and working directly with clients and advisors. From planning strategy to investment...Work at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...KerberRose S.C. is seeking an Associate Paraplanner in Appleton, WI to support the Wealth Management team. This... ...a unique opportunity to develop skills in financial planning while managing schedules and assisting advisors. The ideal candidate should possess excellent communication...
$1,000 per month
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...Email Message Share Job Location 1100 W Northland Ave, Appleton, Wisconsin Tracking Code 6422 Position Type Part-Time... ...between the customer and the Bank. Some Tellers are assigned as Area Tellers; staff in these roles are assigned a number of branch...Temporary workPart timeBank staffLocal areaDay shift- ...Horicon Bank in Appleton, Wisconsin is actively seeking a productive full-time Universal... .... Are you passionate about providing financial services to our community? Do you want to... ...of our customers in our bank market areas. In the same way animals and plants thrive...Full timeLocal areaMonday to FridayFlexible hoursNight shift
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$99.11k - $134.09k
...We exist to help people achieve financial clarity. At Thrivent, we believe money... ...clients, beneficiaries, and professional advisors while developing foundational... ...work on-site and/or remotely from the Appleton, WI or Minneapolis, MN area. Pay Transparency Thrivent’...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours- ...position or idea. Coaching and Development – Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas. Conflict Resolution – Ability to deal with others in an antagonistic situation. Decision Making – Ability to make critical...
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