Financial Advisor

13 hours ago

Milwaukee, United States Thrivent Full time
About the Role

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic purpose-based financial advice and guidance.

Key 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 insurance, investment, banking, and generosity programs.
  • Develop and maintain genuine, long-term relationships 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.
  • 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.
Requirements
  • Bachelor's degree or equivalent experience.
  • 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.
  • 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.
  • 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.

  • Voya Milwaukee Financial Advisor

    4 months ago

    Milwaukee, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...

  • Financial Planning Assistant

    1 day ago

    Milwaukee, Wisconsin, United States Advisor Business Solutions Full time

    Financial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...

  • Financial Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States New York Life Insurance Company Full time

    About New York Life Insurance CompanyNew York Life Insurance Company is a leading provider of life insurance, annuities, and other financial services. With a rich history dating back to 1845, we have established ourselves as a trusted partner for individuals, families, and businesses seeking financial security and peace of mind.Job SummaryWe are seeking a...

  • Financial Advisor Foundations Associate

    2 months ago

    Milwaukee, United States Robert W. Baird & Company, Inc. Full time

    Bairds Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select P Financial Advisor, Advisor, Associate, Business Development, Financial, Client Service, Banking

  • Entry-Level Financial Advisor

    2 weeks ago

    Milwaukee, United States North Star Resource Group Full time

    Description We are looking to find a candidate for a financial advising position in Milwaukee, WI. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and...

  • Financial Advisor Foundations Associate

    2 weeks ago

    Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    Financial Advisor Foundations ProgramBaird's Financial Advisor Foundations Program is a comprehensive training program designed for individuals passionate about a career in financial advising. The program provides a structured learning experience, combining work assignments, business development opportunities, and educational initiatives to equip...

  • Senior Financial Advisor

    4 months ago

    Milwaukee, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Financial Advisor Foundations Associate

    2 months ago

    Milwaukee, United States Robert W. Baird & Co. Full time

    Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful...

  • Financial Professional

    9 hours ago

    Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Milwaukee area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...

  • Financial Advisor Development Program

    3 weeks ago

    Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    About the ProgramBaird's Financial Advisor Foundations Program is a comprehensive training program designed for individuals passionate about a career in financial advising. The program provides a unique blend of work experiences, business development opportunities, and educational training to equip participants with the skills and knowledge necessary to...

  • Entry-Level Financial Advisor

    2 months ago

    Milwaukee, United States North Star Resource Group Full time

    Description We are looking to find a candidate for a financial advising position in Milwaukee. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and...

  • Financial Accountant I, II, or III

    3 weeks ago

    Milwaukee, Wisconsin, United States UMB Financial Corporation Full time

    About the RoleThe UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients, is seeking a highly skilled Financial Accountant I, II, or III to join our team.Key ResponsibilitiesOversee general ledger accounting functions for multiple funds, ensuring accurate...

  • Senior Investment Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on investment results.Key...

  • Senior Investment Advisor

    2 weeks ago

    Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key...

  • Investment Advisor

    3 days ago

    milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    2 months ago

    Milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    2 days ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Financial Accountant I, II, or III

    3 weeks ago

    Milwaukee, Wisconsin, United States Umb Financial Corporation Full time

    Job SummaryThe UMB Registered Fund team is seeking a highly skilled Financial Accountant I, II, or III to manage the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.Key ResponsibilitiesOversee general ledger accounting functions for multiple fundsPrepare and review preliminary trial balance and...

  • Lead Financial Analyst

    4 weeks ago

    Milwaukee, Wisconsin, United States BMO Financial Group Full time

    Role Overview:The Senior Financial Analyst plays a crucial role in evaluating and interpreting various credit data to assist in lending decisions and processes for BMO Financial Group. This position is dedicated to fostering a client-centric atmosphere that not only meets but exceeds customer expectations.Key Responsibilities:Initiate cross-selling...

  • Fund Accountant I, II, or III

    2 weeks ago

    Milwaukee, Wisconsin, United States UMB Financial Corporation Full time

    Job Summary: We are seeking a highly skilled Fund Accountant I, II, or III to join our UMB Registered Fund team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and integrity of our mutual fund and collective trust clients' financial data.Key Responsibilities:Financial Statement Preparation: Prepare and...