Financial Advisor - Green Bay, WI and Surrounding Areas

Thrivent; Green Bay (WI); On-site; USD 55,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Pension and 401(k) plans

Ongoing training and professional growth opportunities

Well-being programs

Gift matching program

Job summary

Thrivent is seeking a dedicated financial advisor in Green Bay, Wisconsin, who can provide expert financial advice with heart. You'll build a financial practice guiding clients to financial clarity while receiving support and training as you obtain necessary licenses.

In this role, you will create meaningful client relationships and develop your practice flexibly. The position offers unlimited earning potential through commission and bonuses, along with comprehensive benefits, including insurance and retirement plans.

Qualifications

• Strong interpersonal skills essential for client relations and guidance.
• Ability to establish trust and understanding with clients.
• Willingness to attain relevant licenses before contracting.

Responsibilities

• Build a financial practice and guide clients towards financial clarity.
• Provide actionable advice tailored to individual client needs.
• Develop long-term relationships based on trust and understanding.
• Leverage networks to set client appointments and market services.

Skills

Interpersonal skills

Self-discipline

Motivation to help others

Coaching abilities

Education

Bachelor’s degree or equivalent experience

Job description

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. 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.

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.
• Develop and maintain genuine, long‑term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
• Make client appointments by leveraging your network and Thrivent’s reputation, delivering award‑winning financial workshops and marketing your practice.
• Have the flexibility to control your schedule, allowing for work‑life balance.
• Find a collaborative culture with colleagues who want you to be successful 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.

Desired Characteristics

• 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.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
• Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation And Benefits

• Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
• Medical, dental, vision, disability and accidental death and dismemberment insurance.
• Pension, 401(k) and retiree medical plans.
• Ongoing support, training and opportunity for professional growth as you build your business.
• Well‑being programs to help you manage your physical, emotional and financial health.
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
• Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

Equal Employment Opportunity

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by emailing [e-mail] or calling 800‑847‑4836 and requesting Human Resources.