Current jobs related to Financial Advisor - Appleton - Thrivent

  • Financial Advisor

    2 months ago

    Appleton, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Financial Advisor

    4 weeks ago

    Appleton, Wisconsin, United States Thrivent Full time

    Thrivent Financial Advisor OpportunityMeaningful Work, Rewarding CareerAs a Thrivent Financial Advisor, you'll have the opportunity to make a lasting impact on the lives of others by providing personalized, purpose-based financial advice. You'll help clients achieve their goals and live more generous lives, all while enjoying the stability and support of a...

  • Senior Financial Consultant

    3 weeks ago

    Appleton, Wisconsin, United States Prudential Financial Full time

    Unlock Your Career PotentialPrudential Financial is seeking a seasoned financial professional to join our team in the Appleton area. As a key member of our team, you will have the opportunity to grow your career and business while helping individuals and families achieve their financial goals.Key Responsibilities:Service existing clients and build a strong...

  • Financial Advisor

    7 days ago

    Appleton, WI, United States Thrivent Full time

    Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and...

  • Engagement Leader

    3 weeks ago

    Appleton, Wisconsin, United States Thrivent Financial Full time

    Job SummaryThe Engagement Leader is a key role at Thrivent Financial, responsible for developing and executing community and business development strategies to drive growth and impact. This position requires a strong relationship development professional who can build and maintain partnerships with local organizations, churches, and non-profit networks.Key...

  • Client Services Administrator

    1 month ago

    Appleton, United States Thrivent Financial Full time

    SummaryThis position provides administrative support to the Wealth Management Team of Apex Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing...

  • Audit Associate

    4 weeks ago

    Appleton, Wisconsin, United States Baker Tilly US, LLP Full time

    OverviewBaker Tilly US, LLP is a leading advisory, tax, and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm offers a unique alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Office Administrator

    4 weeks ago

    Appleton, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Audit Manager

    4 weeks ago

    Appleton, Wisconsin, United States Baker Tilly US, LLP Full time

    About the RoleBaker Tilly US, LLP is seeking a highly skilled Audit Manager to join our Commercial Services sector. As a trusted business advisor, you will work closely with clients to deliver industry-focused audit and assurance services, driving business growth and profitability.ResponsibilitiesProvide financial statement auditing services to middle market...

  • Branch Office Administrator

    4 weeks ago

    Appleton, Wisconsin, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in providing exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDeliver personalized service to clients,...

  • Branch Office Administrator

    4 weeks ago

    Appleton, Wisconsin, United States Edward Jones Full time

    Job OverviewAt Edward Jones, we're seeking a highly skilled and motivated Branch Office Administrator to join our team. As a critical member of our branch team, you'll work closely with our financial advisors to deliver exceptional personalized service to our clients.Key ResponsibilitiesDeepen and broaden client relationships through active listening and a...

  • Branch Office Administrator

    4 weeks ago

    Appleton, Wisconsin, United States Edward Jones Full time

    Unlock Your Potential as a Branch Office AdministratorAre you a relationship builder, a problem solver, or a critical thinker? If so, we want you to join our team at Edward Jones. As a Branch Office Administrator, you will be a vital member of our branch team, working closely with our financial advisors to help clients achieve their long-term financial...

  • Tax Manager

    4 weeks ago

    Appleton, Wisconsin, United States Baker Tilly US, LLP Full time

    Join Baker Tilly US, LLP as a Tax ManagerBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. As a Tax Manager, you will be a valued business advisor delivering industry-focused tax advisory...

Financial Advisor

2 months ago

Appleton, United States Thrivent Full time

Thrivent Financial Advisor

Meaningful work. Rewarding career.

Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 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.

Job Description

As a Thrivent Financial advisor, you’ll:

  • a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
  • personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
  • and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
  • client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
  • the flexibility to control your schedule, allowing for work-life balance.
  • 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

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. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

  • independent and driven to succeed.
  • by helping others and seeing them achieve their goals.
  • natural coach or guide with strong interpersonal skills.
  • 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

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

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

  • earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
  • dental, vision, disability and accidental death and dismemberment insurance.
  • 401(k) and retiree medical plans.
  • support, training and opportunity for professional growth.
  • programs to help you manage your physical, emotional and financial health.
  • matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, 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.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.