Financial Advisor - Wauwatosa & Surrounding Areas

Meaningful work. Rewarding career.

Join Thrivent as a Financial Advisor in Wauwatosa, WI and make a lasting impact by providing expert financial advice with heart. Thrivent is a unique financial services firm that places generosity at the core of saving, investing, and planning. Here, you'll empower clients in Wauwatosa and surrounding areas to build, grow, and protect their financial well-being through purpose-driven advice, investments, insurance, banking, and philanthropy programs.

Why Join Thrivent?

Thrivent stands out as a Fortune 500 leader committed to holistic financial guidance rooted in faith and community. As a Financial Advisor in Wauwatosa, WI, you'll benefit from unparalleled support, stability, and growth opportunities. We invest in your success with up to 14 weeks of paid training and coaching, helping you secure state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and our comprehensive advisor onboarding program.

Unlike traditional roles, you'll have full control over your income through commissions and performance-based incentives. Enjoy the flexibility of setting your own schedule for optimal work-life balance while being part of a collaborative culture. Our specialists in business development, marketing, technology, engagement, and seasoned advisors provide ongoing support to help you thrive in the Wauwatosa market and beyond.

Thrivent's mission-driven approach means you're not just selling products—you're guiding Christians toward financial clarity, enabling lives of service and faith. Build a practice in your local community, leveraging Thrivent's stellar reputation for award-winning financial workshops and client-focused strategies.

Role Description

As a Thrivent Financial Advisor serving Wauwatosa & Surrounding Areas, you'll cultivate long-term relationships with clients, offering personalized, actionable financial planning. This role combines entrepreneurial freedom with enterprise-level resources, ideal for self-starters passionate about financial advising, wealth management, and community impact.

Detailed Responsibilities

• Build and grow a financial practice by guiding clients on their journeys to financial clarity, emphasizing purpose-based advice aligned with their faith and values.
• Provide personal, achievable financial recommendations, connecting clients to Thrivent's suite of products including investments, insurance, banking, and generosity programs.
• Develop and nurture genuine, multi-generational relationships based on trust, understanding, and community involvement in Wauwatosa and nearby areas.
• Generate client appointments through personal networks, Thrivent's marketing tools, and hosting impactful financial workshops.
• Deliver expert advice on retirement planning, wealth accumulation, risk management, and legacy planning tailored to individual needs.
• Leverage technology and data analytics to monitor client portfolios and adjust strategies for optimal outcomes.
• Collaborate with Thrivent specialists for business development, compliance, and advanced product solutions.
• Participate in community events, churches, and local networks to expand your reach and embody Thrivent's generosity ethos.
• Maintain compliance with all regulatory standards while prioritizing ethical, client-first practices.

Required Skills

Thrivent seeks Financial Advisors in Wauwatosa who embody our values and possess key competencies for success:

• Self-disciplined and independent with a proven drive to succeed in dynamic environments.
• Exceptional interpersonal and communication skills to coach and guide clients effectively.
• Motivated by helping others achieve financial goals, with a passion for service over sales.
• Strong networking abilities to build and leverage community relationships.
• Analytical mindset for financial modeling, risk assessment, and investment analysis.
• Adaptability to embrace flexible schedules and entrepreneurial responsibilities.
• Tech-savvy with proficiency in financial software, CRM tools, and digital marketing platforms.

Education & Experience

Education: Bachelor's degree preferred in finance, business, economics, or related field. Relevant certifications post-onboarding include Series 7, Series 66, and state insurance licenses.

Experience: Previous experience in financial services, sales, business management, education, ministry, hospitality, military, or outside sales is highly valued. Career changers with transferable skills are encouraged to apply—no prior finance experience required, as we provide full training.

Ideal candidates are embedded in Wauwatosa communities, with a commitment to faith-based living and generosity.

Compensation Overview

Earn uncapped income through a competitive commission structure, incentives, and bonuses tied to performance. Top advisors in Wisconsin markets like Wauwatosa achieve six-figure earnings potential from day one.

Benefits

• Comprehensive health, dental, and vision insurance with generous employer contributions.
• 401(k) retirement savings with company match and immediate vesting.
• Paid training, licensing support, and ongoing professional development.
• Flexible work arrangements for work-life balance.
• Generosity programs, volunteer time off, and community involvement incentives.
• Access to Thrivent products at preferential rates for personal use.
• Marketing and technology stipends to accelerate practice growth.
• Parental leave, wellness programs, and employee assistance resources.

Ready to launch your Financial Advisor career with Thrivent in Wauwatosa, WI? Apply today and join a mission-driven team transforming lives through financial wisdom and faith.