Financial Advisor - Waukesha, 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 are willing to help you do so. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Thrivent Financial Advisors in Waukesha, WI and surrounding areas enjoy the flexibility to control their schedule, allowing for true work-life balance while serving communities in Milwaukee, Brookfield, New Berlin, and beyond.

Thrivent is committed to fostering financial clarity and empowering lives of service and faith. As a Financial Advisor, you'll guide Christians on their journeys to financial security, leveraging Thrivent's award-winning products and programs. Whether you're in Waukesha or nearby areas like Pewaukee or Menomonee Falls, you'll build genuine, long-term relationships based on trust and understanding.

Role Description

As a Thrivent Financial Advisor in Waukesha, WI, you will build a financial practice guiding clients toward financial clarity. Provide personal, actionable, and achievable advice while connecting clients to Thrivent's comprehensive suite of products including investments, insurance, banking, and generosity programs. Develop and maintain relationships throughout generations, serving clients in your chosen community with purpose-driven guidance.

Make client appointments by leveraging your network, Thrivent’s stellar reputation, and delivering award-winning financial workshops. Enjoy the autonomy to market your practice while benefiting from Thrivent's robust marketing support. This role offers the perfect blend of independence and backing from a national leader in financial services.

Detailed Responsibilities

• Build and grow a financial practice by guiding Christians toward financial clarity and empowering lives of service and faith.
• Provide personalized, actionable financial advice and connect clients to Thrivent products like life insurance, annuities, mutual funds, retirement planning, and banking solutions.
• Develop and nurture long-term client relationships across generations, fostering trust in Waukesha and surrounding communities.
• Prospect and secure client appointments using personal networks, Thrivent's reputation, financial workshops, and targeted marketing strategies.
• Conduct comprehensive financial planning sessions, including goal setting, risk assessment, investment strategies, and estate planning.
• Deliver educational workshops on topics like retirement readiness, debt management, and generous giving.
• Collaborate with Thrivent specialists in business development, technology, and compliance to optimize client outcomes.
• Maintain compliance with all regulatory requirements, including FINRA Series 7 and 66, and state insurance licenses.
• Leverage digital tools and CRM systems to manage client portfolios and track business growth.

Required Skills

Our culture and people are special. We’re looking for self-disciplined individuals who are passionate about serving others. Successful Thrivent Financial Advisors demonstrate:

Key Skills

• Exceptional interpersonal and communication skills
• Strong sales and relationship-building abilities
• Financial planning and analysis expertise
• Networking and prospecting proficiency
• Presentation and public speaking skills
• Self-motivation and discipline
• Client coaching and guidance
• Regulatory compliance knowledge
• Digital tool proficiency (CRM, financial software)
• Problem-solving and strategic thinking

Education & Experience

• Bachelor’s degree or equivalent professional experience.
• Previous experience in sales, business management, education, ministry, hospitality, military, or related fields is highly valued.
• Must obtain state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations (Thrivent provides paid training).
• Passion for living a life of generosity and serving faith-based communities.

Whether you’re a seasoned financial professional or seeking a career change, skills from diverse backgrounds transition seamlessly into this role. Thrivent supports your journey with comprehensive onboarding.

Compensation Overview

Earn uncapped income through a competitive commission and incentive structure. Top performers in Waukesha, WI achieve six-figure earnings. Base salary during training plus ongoing bonuses, trails, and incentives ensure financial rewards align with your success.

Benefits

Thrivent offers comprehensive benefits including health, dental, vision insurance, 401(k) matching, paid time off, professional development, and more. Enjoy the stability of a Fortune 500 company with the entrepreneurial freedom of private practice.

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