Financial Advisor - Appleton, WI and Surrounding Areas

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.

Why Join Thrivent

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.

Join a collaborative culture where colleagues want you to succeed and are willing to help you do so. Benefit from 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. Thrivent's mission-driven approach empowers Financial Advisors to guide Christians on their journeys to financial clarity, fostering lives of service and faith in Appleton, WI and surrounding areas like Neenah, Menasha, Kaukauna, and Oshkosh.

Experience the flexibility to control your schedule, allowing for true work-life balance while serving your chosen community. Thrivent's reputation for award-winning financial workshops and client-centered service provides a strong foundation for growing your practice.

Role Description

As a Thrivent Financial Advisor in Appleton, Wisconsin, you will build a financial practice that empowers clients to achieve financial clarity and live generously. Provide personal, actionable, and achievable advice, connecting clients to Thrivent's comprehensive products and programs including investments, insurance, banking, and generosity initiatives. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding.

This role offers the autonomy of an entrepreneurial career with the backing of a national leader in financial services. Leverage your network and Thrivent’s esteemed reputation to make client appointments, deliver impactful financial workshops, and market your practice effectively.

Detailed Responsibilities

• Build a sustainable financial practice guiding clients on their journeys to financial clarity, empowering lives of service and faith.
• Provide personalized financial planning, investment strategies, insurance solutions, and banking services tailored to individual needs.
• Develop and nurture long-term client relationships across generations in Appleton and surrounding communities.
• Prospect and secure client appointments using personal networks, referrals, and Thrivent's marketing resources.
• Deliver award-winning financial workshops and seminars to educate and attract potential clients.
• Collaborate with Thrivent specialists in business development, technology, and engagement to optimize practice growth.
• Maintain compliance with all regulatory requirements, including state insurance licenses and FINRA registrations.
• Continuously pursue professional development to enhance advisory skills and product knowledge.
• Promote Thrivent's culture of generosity through community involvement and client generosity planning.

Required Skills

Thrivent seeks self-disciplined, independent individuals driven to succeed. Ideal candidates are motivated by helping others achieve their goals, possess natural coaching abilities with strong interpersonal skills, and are passionate about living a life of generosity by serving others, not just selling products.

Education & Experience

• Bachelor’s degree or equivalent professional experience.
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued, as these skills transition seamlessly into financial advising.
• Must obtain required licenses: Life, Health & Variable Contracts insurance licenses, Series 7 and Series 66 securities registrations (Thrivent provides paid training).
• Demonstrated commitment to community involvement and faith-based values preferred.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure based on your production and client success. Thrivent provides a strong foundation with paid training, allowing you to ramp up quickly. In Appleton, WI, successful Financial Advisors typically achieve first-year earnings potential aligned with market standards, with top performers exceeding $100,000+ annually.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision, 401(k) matching, paid time off, and professional development stipends. Enjoy work-life balance, community impact opportunities, and the stability of a Fortune 500 company. Additional perks include technology tools, marketing support, and access to Thrivent's national network of advisors.

Successful Thrivent Financial Advisors come from diverse backgrounds, united by a passion for service. If you're ready to combine financial expertise with faith and generosity in Appleton, WI, apply today and start building a rewarding career at Thrivent.