Financial Advisor
Thrivent Financial
Financial Advisor - Waukesha, WI and Surrounding Areas page is loaded **Financial Advisor - Waukesha, WI and Surrounding Areas**locationsWI - Waukesha time typeFull time posted onPosted Today job requisition idREQ-42057 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 call View phone number on click.appcast.io and request Human Resources.* At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won’t just build a career; you’ll be part #J-18808-Ljbffr
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...SuggestedFull time$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...SuggestedLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedFull timeContract workFor contractorsWork at office- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity... ...the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial...Local area
- ...Financial Advisor - Client Relationship FocusAt Drake & Associates, we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building lasting relationships. If you are driven to...Local area
- ...Edward Jones is seeking a Financial Advisor to grow a private-practice-style client base with support from a large network. You’ll build relationships, understand client needs, and develop personalized financial strategies while complying with regulatory requirements....Private practiceFlexible hours
- ...Financial Advisor OpportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Credit Union in Waukesha, WI would allow you to join Summit Credit Union...Local area
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank...Full timeTemporary workPart timeWork experience placementWork at office
$65k - $85k
...Financial AdvisorRetirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we're the bridge...Work at officeMonday to FridayWeekday work- ...Job Description e2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee...Full timeWork at officeMonday to Friday
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Work at office- ...Financial Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor...
$50k - $55k
...Associate Financial Advisor Retirable is a mission-driven, venture-backed fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management...Work at officeMonday to Friday$45k - $55k
...Junior Associate Financial AdvisorMilwaukee, WI · Hybrid (3 days in-office) · $45,000 – $55,000Retirable is a mission-driven, venture-backed fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence...Work at officeMonday to Friday$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match...TraineeshipHome office- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
$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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$65k - $85k
...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...in financial planning? We're not just hiring a Junior Financial Advisor - we're investing in the next generation of trusted advisors....- ...Associate Branch Manager The Associate Branch Manager will oversee the branch operations function and manage the Financial Advisors and support staff for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book...Work at officeLocal area
- ...At Keil Financial Partners, we specialize in retirement, investment, and tax planning to help individuals create their ideal retirement... ...Description This is a full-time on-site role for an Associate Financial Advisor located in Greater Milwaukee. The Associate Financial Advisor...Full time
- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership...Full timeH1bWork at officeVisa sponsorship
$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...Part timeLocal areaImmediate startDay shift- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
$23.5 - $29.5 per hour
...effective rapport building skills, proficient knowledge, and the promotion of the credit union's brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs....Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday
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