Financial Advisor

Thrivent

Team-Based Financial Advisor providing financial advice and building client relationships at Thrivent. Focusing on learning and mentorship while serving clients in their financial journey.

Posted 5/20/2026full-timeWest Bend • Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $24,000 per yearWebsite

About the role

Key responsibilities & impact

Learn and understand the entire operation of practice.
Participate in Joint Fieldwork to build expertise and learn best-practices within the industry.
Meet with new and existing clients to build a book of business and grow relationships.
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts.
Position products, services, and strategies to help clients gain financial clarity.
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community.
Research and respond to client inquiries.
Collaborate with Lead Advisor on complex scenarios.
Schedule, prep, and document all your client meetings.
Other responsibilities as assigned by the Lead Advisor.

Requirements

What you’ll need

Bachelor’s degree or equivalent experience.
Military veterans are encouraged to apply.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain integrity of sensitive/confidential information.

Benefits

Comp & perks

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Ongoing support, training and opportunities for professional growth.
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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial advisingclient relationship managementsales techniquesapplication writingrecommendation writingfinancial product positioningresearch skillsdocumentation skillssensitive information management

Soft Skills

interpersonal skillscommunication skillsorganizational skillsability to multitaskintegritycollaborationclient education

Certifications

Bachelor’s degreesecurities registrationinsurance licensing