Financial Advisor - Kenosha, WI and Surrounding Areas

Location: Racine/Kenosha and Surrounding Areas, Wisconsin

Why Join Thrivent

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.

Join a collaborative culture where colleagues want you to succeed. Benefit from specialists in business development, marketing, technology, engagement, and experienced advisors as you build your business. Thrivent Financial Advisors guide Christians on their journeys to financial clarity, empowering lives of service and faith in communities like Racine, Kenosha, and surrounding Wisconsin areas.

Role Description

As a Thrivent Financial Advisor in Kenosha, WI and surrounding areas, you will build a financial practice that combines professional expertise with heartfelt service. Provide personal, actionable, and achievable advice while connecting 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.

Enjoy the flexibility to control your schedule for optimal work-life balance. Leverage your network and Thrivent’s strong reputation to make client appointments, deliver award-winning financial workshops, and market your practice effectively. This role is ideal for self-starters passionate about financial planning, client relationships, and community impact.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients toward financial clarity and empowering lives of service and faith.
• Provide personalized financial advice, including retirement planning, investment strategies, insurance solutions, and wealth management tailored to individual needs.
• Connect clients to Thrivent products such as mutual funds, annuities, life insurance, disability income insurance, and banking services.
• Develop long-term client relationships through trust-building, regular check-ins, and multi-generational planning.
• Generate leads and schedule appointments using personal networks, Thrivent’s marketing tools, and community events in Racine/Kenosha areas.
• Deliver financial workshops and seminars on topics like debt management, college savings, and estate planning.
• Collaborate with Thrivent specialists for business development, technology support, and compliance guidance.
• Maintain compliance with all regulatory requirements, including FINRA and state insurance licenses.
• Market your practice through digital tools, social media, and local networking to attract new clients in Wisconsin communities.

Required Skills

Thrivent seeks Financial Advisors with a blend of technical expertise and interpersonal strengths. Key skills include:

• Financial planning and analysis
• Investment advisory
• Insurance sales and underwriting knowledge
• Client relationship management
• Networking and lead generation
• Public speaking and workshop facilitation
• Sales acumen and commission-based motivation
• Regulatory compliance (Series 7, 66, insurance licenses)
• Digital marketing and CRM tools proficiency
• Coaching and mentoring abilities

Education & Experience

• Bachelor’s degree or equivalent 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).
• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve financial goals.
• Natural coach with strong interpersonal and communication skills.
• Passionate about generosity, serving communities where clients live, work, and worship.

Whether you’re a seasoned financial professional or seeking a career change, Thrivent supports your success in Racine/Kenosha and surrounding areas.

Compensation Overview

Earn a competitive income with uncapped potential through commissions, incentives, and bonuses tied to your performance. First-year advisors often exceed $100,000+ with Thrivent’s robust training and support. Base salary during training period provided.

Benefits

• Up to 14 weeks paid training and onboarding.
• Comprehensive health, dental, vision, and life insurance.
• 401(k) retirement savings with company match.
• Paid time off, holidays, and flexible scheduling.
• Professional development and continuing education reimbursement.
• Access to Thrivent’s marketing, technology, and business coaching resources.
• Generosity programs and community involvement opportunities.
• Employee assistance program and wellness incentives.

Apply today to become a Thrivent Financial Advisor in Kenosha, WI and make a lasting impact!