Financial Advisor - Oshkosh, 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 your income as you’re paid through commissions and incentives based on your success.

Join a faith-driven organization where your work aligns with your values. Thrivent Financial Advisors in Oshkosh, WI and surrounding areas build thriving practices by serving local communities with integrity and compassion. Whether you're in Oshkosh, Neenah, Appleton, or nearby Wisconsin areas, you'll leverage Thrivent's national resources to create local impact. Our collaborative culture empowers you to succeed while enjoying flexibility and work-life balance. Experience professional growth, ongoing mentorship, and the chance to live a life of generosity.

Role Description

As a Thrivent Financial Advisor, you will build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community like Oshkosh and surrounding areas.

Detailed Responsibilities

• Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
• Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs including investments, insurance, banking, and generosity planning.
• Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding.
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice effectively.
• Have the flexibility to control your schedule, allowing for optimal work-life balance in Oshkosh, WI.
• Collaborate with colleagues who want you to be successful and are willing to help you grow your business.
• Get support from specialists in business development, marketing, technology, engagement, and experienced advisors as you build your practice.
• Conduct financial planning sessions tailored to clients' faith-based values and life goals.
• Host community events and workshops to educate on financial wellness, retirement planning, and legacy giving.
• Stay compliant with all regulatory requirements while delivering holistic financial guidance.

Required Skills

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

• Self-disciplined, independent and driven to succeed.
• Motivated by helping others and seeing them achieve their goals.
• A natural coach or guide with strong interpersonal skills.
• Passionate about living a life of generosity by serving others, not just selling products.

Skills acquired from diverse backgrounds like outside sales, business management, education, ministry, hospitality, military and more transition seamlessly into this role. Thrivent supports your growth with world-class training.

Education & Experience

• Bachelor’s degree or equivalent experience.
• Previous financial services experience preferred but not required; we provide comprehensive training.
• Obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations during onboarding.
• Demonstrated ability to build and nurture professional relationships.
• Commitment to ethical practices and community involvement in Oshkosh, WI and surrounding areas.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure. First-year earnings potential includes training stipend, with top performers exceeding $100K+. Your success directly drives your rewards in this entrepreneurial role.

Benefits

• Up to 14 weeks of paid training and onboarding.
• Comprehensive health, dental, vision, and life insurance.
• 401(k) with company match and retirement planning tools.
• Flexible work schedule for work-life balance.
• Professional development and mentorship programs.
• Generosity-focused perks like matching gifts and volunteer time off.
• Access to Thrivent's proprietary technology and marketing resources.
• Community engagement opportunities in Oshkosh and surrounding Wisconsin areas.

Ready to make a difference? Apply today to join Thrivent Financial Advisors in Oshkosh, WI. Build a career where faith, finance, and generosity intersect. Keywords: Financial Advisor Oshkosh WI, Thrivent careers, Christian financial planning jobs Wisconsin, wealth management Oshkosh.