Financial Advisor - Madison 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.

Thrivent stands out in the financial services industry by blending faith, community, and financial expertise. As a Financial Advisor in Madison and surrounding areas, you'll join a collaborative culture where colleagues support your success. Our mission-driven approach empowers you to guide Christians on their journeys to financial clarity, fostering lives of service and faith. With Thrivent's national reputation and local focus, you'll leverage proven marketing tools, award-winning financial workshops, and a robust network to build a thriving practice in Madison, Wisconsin.

Experience the flexibility of controlling your schedule for optimal work-life balance while benefiting from specialists in business development, marketing, technology, engagement, and seasoned advisors. Whether you're in Madison, Middleton, Sun Prairie, or nearby communities, Thrivent equips you to serve clients where they live, work, and worship.

Role Description

As a Thrivent Financial Advisor, you will build a financial practice that empowers clients with personal, actionable, and achievable advice. Connect clients to Thrivent's comprehensive suite of products and programs, including investments, insurance, banking, and generosity initiatives. Develop and maintain genuine, long-term relationships across generations, rooted in trust and understanding within your chosen Madison-area community.

Make client appointments by leveraging your personal network and Thrivent’s esteemed reputation. Deliver impactful financial workshops and market your practice effectively. Enjoy a flexible schedule that supports work-life balance, all within a supportive, collaborative environment where success is celebrated collectively.

Detailed Responsibilities

Core Duties

• Build and grow a financial practice guiding clients toward financial clarity and purposeful living.
• Provide personalized financial planning, investment strategies, insurance solutions, and banking services tailored to individual needs.
• Cultivate long-term client relationships through trust-building, ongoing communication, and generational planning.
• Prospect and secure client appointments using personal networks, referrals, community events, and Thrivent-provided leads.
• Conduct award-winning financial education workshops and seminars in Madison and surrounding areas.
• Collaborate with Thrivent specialists for business development, marketing campaigns, technology integration, and peer mentoring.
• Manage client portfolios, monitor performance, and adjust strategies to align with life goals and faith-based values.
• Promote Thrivent's generosity programs, encouraging clients to give back through planned giving and community impact initiatives.

Daily Impact

Your role involves holistic financial guidance that integrates faith and finances, helping families in Madison protect their futures while living generously. From initial consultations to ongoing advisory services, you'll be the trusted partner in their financial journeys.

Required Skills

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

• Financial planning and analysis
• Investment advisory and portfolio management
• Insurance product knowledge (life, health, annuities)
• Sales prospecting and relationship building
• Public speaking and workshop facilitation
• Client relationship management (CRM) tools proficiency
• Networking and community engagement
• Self-motivation and time management
• Interpersonal communication and coaching
• Educational content delivery

Education & Experience

Requirements:

• Bachelor’s degree or equivalent professional experience.
• Obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations (Thrivent provides paid training).
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.

Desired Characteristics: Self-disciplined, independent, driven to succeed; motivated by helping others; natural coach with strong interpersonal skills; passionate about generosity and serving communities in Madison and surrounding areas.

Compensation Overview

Earn uncapped income through a competitive commission structure, performance incentives, and bonuses tied to your success. First-year advisors often exceed $100,000 in total compensation, with top performers achieving six-figure earnings quickly. Thrivent offers subsidized income during training to ensure a smooth transition.

Benefits

Thrivent provides comprehensive benefits including health, dental, vision insurance; 401(k) with company match; paid time off; professional development stipends; technology allowances; and exclusive access to Thrivent products at preferential rates. Enjoy wellness programs, family leave, and community volunteer opportunities that align with our faith-based mission.

Join Thrivent today and transform lives in Madison, Wisconsin. Apply now for this Financial Advisor role and start your rewarding career!