Financial Advisor - Oconomowoc, Lake Country 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. Benefit from specialists in business development, marketing, technology, engagement, and experienced advisors as you build your practice. Thrivent’s unique faith-based approach empowers you to guide Christians on their journeys to financial clarity, fostering lives of service and faith in Oconomowoc, Lake Country, and surrounding Wisconsin communities.

Experience flexibility to control your schedule for true work-life balance while serving clients in the areas where they live, work, and worship. Thrivent’s reputation and award-winning financial workshops provide powerful tools to grow your client base organically.

Role Description

As a Thrivent Financial Advisor in Oconomowoc, Wisconsin, you will build a thriving 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 genuine, long-term relationships across generations based on trust, understanding, and shared values.

Leverage your network and Thrivent’s strong community presence to secure client appointments. Enjoy the autonomy to market your practice while receiving robust support from our national network. Whether you’re a seasoned professional or transitioning careers, this role offers unlimited earning potential in a purpose-driven environment.

Detailed Responsibilities

• Build and expand a financial practice guiding clients toward financial clarity and empowerment.
• Provide personalized financial planning, investment strategies, insurance solutions, and banking services tailored to individual needs.
• Conduct award-winning financial workshops and seminars to attract and educate prospective clients.
• Develop and nurture long-term client relationships through regular check-ins, proactive advice, and community involvement.
• Leverage personal networks, referrals, and Thrivent’s marketing resources to generate leads and appointments.
• Collaborate with Thrivent specialists for advanced support in technology, compliance, and business growth.
• Maintain compliance with all regulatory requirements, including Series 7, 66, and state insurance licenses.
• Participate in ongoing professional development to stay ahead in financial advising trends.
• Contribute to Thrivent’s culture of generosity by promoting client giving programs and community service.

Required Skills

Thrivent seeks self-motivated individuals passionate about serving others. Key skills include:

• Strong interpersonal and relationship-building abilities.
• Sales acumen and prospecting expertise.
• Financial planning and analysis proficiency.
• Public speaking and workshop facilitation.
• Self-discipline and time management.
• Coaching and motivational guidance.
• Networking and community engagement.
• Adaptability to flexible schedules.

Education & Experience

• Bachelor’s degree or equivalent professional experience.
• Prior experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.
• Ability to obtain required licenses: Life, Health & Variable Contracts insurance licenses, Series 7 and Series 66 securities registrations (Thrivent provides paid training).
• Previous financial services experience preferred but not required—Thrivent supports career changers.
• Commitment to Christian values and community involvement in Oconomowoc and Lake Country areas.

Successful advisors come from diverse backgrounds, bringing transferable skills like client relationship management, leadership, and ethical decision-making.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure. First-year earnings potential ranges from $55,000 to $85,000, with top performers exceeding $150,000 annually. Includes base salary during 14-week paid training, plus ongoing bonuses, trails, and performance rewards tied to client success and assets under management.

Benefits

Thrivent offers comprehensive benefits for Financial Advisors:

• Up to 14 weeks paid training and onboarding.
• Health, dental, vision, and life insurance coverage.
• 401(k) retirement plan with generous employer match.
• Paid time off, holidays, and flexible scheduling.
• Professional development stipends and licensing support.
• Marketing and technology tools at no cost.
• Access to Thrivent’s national network of mentors and specialists.
• Community involvement opportunities and generosity matching programs.
• Wellness programs and employee assistance resources.

Ready to make a difference? Apply today to join Thrivent Financial Advisors in Oconomowoc, Lake Country, and surrounding areas. Build a career where faith, finance, and generosity intersect.