Financial Advisor - Green Bay, 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 provide support from specialists in business development, marketing, technology, engagement, and experienced advisors. Thrivent empowers Financial Advisors to build thriving practices in communities like Green Bay, WI and surrounding areas, fostering work-life balance with schedule flexibility. Our mission-driven approach aligns financial success with faith, service, and generosity, making every client interaction profoundly rewarding.

As a Thrivent Financial Advisor, you'll serve Christians on their journeys to financial clarity, empowering lives of service and faith. Leverage Thrivent’s strong reputation in Green Bay and nearby regions to grow your practice while enjoying the stability of a national leader committed to your professional growth.

Role Description

As a Financial Advisor in Green Bay, WI and surrounding areas, you will build a financial practice by providing personal, actionable, and achievable advice. Connect clients to Thrivent’s comprehensive products and programs, including investments, insurance, banking, and generosity initiatives. Develop and maintain genuine, long-term relationships across generations based on trust and understanding, serving clients in your chosen community.

Make client appointments by leveraging your network, Thrivent’s reputation, and delivering award-winning financial workshops. Enjoy flexibility to control your schedule for optimal work-life balance in a supportive environment where success is celebrated collectively.

Detailed Responsibilities

• Build and grow a financial practice guiding clients toward financial clarity and purpose-driven goals.
• Provide personalized financial planning, investment strategies, insurance solutions, and banking services tailored to individual needs.
• Conduct financial workshops and seminars to educate and attract clients in Green Bay and surrounding areas.
• Leverage personal networks, community events, and Thrivent marketing tools to generate leads and appointments.
• Develop multi-generational client relationships rooted in trust, faith, and mutual understanding.
• Collaborate with Thrivent specialists for business development, technology integration, and compliance support.
• Obtain and maintain required licenses: state insurance (life, health, variable contracts), Series 7, and Series 66.
• Participate in ongoing training and coaching to enhance advisory skills and business acumen.
• Promote Thrivent’s generosity programs to align client financial strategies with philanthropic goals.
• Manage client portfolios, monitor performance, and adjust strategies to protect and grow wealth.

Required Skills

Our culture thrives on individuals who embody self-discipline, independence, and a drive to succeed. Successful candidates are motivated by helping others achieve their goals, acting as natural coaches with strong interpersonal skills, and passionate about living generously through service rather than just sales.

Key Skills:

• Financial Planning Expertise
• Client Relationship Management
• Sales and Business Development
• Public Speaking and Workshop Facilitation
• Networking and Lead Generation
• Investment Analysis
• Insurance Product Knowledge
• Regulatory Compliance (Series 7, 66)
• Interpersonal Communication
• Time Management and Self-Motivation

Education & Experience

Requirements:

• 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.
• Willingness to obtain required licenses during paid training period.
• Demonstrated commitment to community involvement, particularly in Green Bay, WI and surrounding areas.
• Alignment with Christian values and a passion for faith-based financial guidance.

Whether you’re a seasoned financial professional or seeking a meaningful career change, Thrivent provides the tools for success.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure based on your production and client success. Thrivent offers comprehensive support during onboarding, including paid training, ensuring a strong launch to your advisory career in Green Bay.

Benefits

Thrivent provides exceptional benefits to support your professional and personal life:

• Up to 14 weeks of paid training and licensing support.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement savings with company match.
• Generous paid time off and flexible scheduling.
• Professional development stipends and ongoing coaching.
• Access to marketing, technology, and business development resources.
• Community involvement opportunities aligned with Thrivent’s generosity mission.
• Life and disability insurance products at competitive rates.

Join Thrivent today and transform lives in Green Bay, WI. Apply now to become a Financial Advisor making a difference!