Financial Advisor - Lakefront Group, West Bend, WI

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 mission-driven organization where your work aligns with your values. Thrivent empowers financial advisors to guide Christians on their journeys to financial clarity, fostering lives of service and faith. As a Financial Advisor in West Bend, Wisconsin, with the Lakefront Group, you'll build a thriving practice in a supportive community, leveraging Thrivent's national reputation and local networks. Our collaborative culture ensures you're never alone—access specialists in business development, marketing, technology, engagement, and experienced advisors to accelerate your success.

Experience flexibility in your schedule for true work-life balance, while serving clients in the communities where they live, work, and worship. Thrivent's holistic approach integrates financial planning with generosity planning, setting us apart in the financial services industry.

Role Description

As a Thrivent Financial Advisor, you will build a financial practice that empowers clients to achieve clarity, security, and purpose. Provide personal, actionable, and achievable advice, connecting clients to Thrivent's comprehensive suite of products including investments, insurance, banking, and generosity programs. Develop genuine, long-term relationships across generations, based on trust, understanding, and shared values.

Make client appointments by leveraging your personal network, Thrivent’s strong reputation, and delivering award-winning financial workshops. Enjoy the autonomy to control your schedule while benefiting from a collaborative team environment dedicated to your success.

Detailed Responsibilities

• Build and grow a financial practice guiding Christians toward financial clarity and lives of service and faith.
• Provide personalized financial advice, including retirement planning, investment strategies, insurance solutions, and wealth management.
• Conduct client discovery meetings to understand goals, risks, and family dynamics.
• Develop customized financial plans and recommend Thrivent products like mutual funds, annuities, life insurance, and banking services.
• Host financial education workshops and seminars to attract prospects and position yourself as a community leader.
• Maintain and nurture long-term client relationships through regular reviews and proactive outreach.
• Leverage marketing tools and Thrivent's lead generation programs to expand your client base.
• Collaborate with internal specialists for advanced planning needs, such as estate planning or business succession.
• Ensure compliance with all regulatory requirements and Thrivent standards.
• Participate in ongoing professional development to stay ahead in the financial advising field.

Required Skills

Our culture and people are special. We’re looking for individuals who are—or want to become—part of the communities where clients live, work, and worship. Successful Thrivent Financial Advisors exhibit:

• Self-discipline, independence, and a drive to succeed in a commission-based environment.
• Motivation derived from helping others achieve their financial and life goals.
• Strong interpersonal and communication skills as a natural coach or guide.
• Passion for living a life of generosity, prioritizing service over sales.

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—skills from these areas transition seamlessly.
• Ability to obtain required licenses: state life, health & variable contracts; Series 7 and 66 securities registrations (Thrivent provides paid training).
• Reside in or strong ties to West Bend, WI, or surrounding areas preferred.
• Clean background check and willingness to uphold ethical standards.

Whether you're a seasoned financial professional or seeking a meaningful career change, Thrivent equips you for success.

Compensation Overview

Earn uncapped income through a competitive commission structure, plus performance-based incentives, bonuses, and trails. First-year earning potential often exceeds $100,000 for top performers, with long-term advisors achieving six-figure incomes. Additional perks include stipends for business startup and marketing support.

Benefits

Thrivent offers comprehensive benefits to support your well-being and growth:

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance coverage.
• 401(k) with company match and retirement planning tools.
• Paid time off, parental leave, and flexible scheduling.
• Professional development stipends and conference attendance.
• Generosity programs matching client donations.
• Access to Thrivent's proprietary planning software and CRM tools.
• Community involvement opportunities aligning with your faith and values.

Join Thrivent's Lakefront Group in West Bend, WI, and transform lives through financial advising rooted in faith and generosity. Apply today to start your rewarding career!