Financial Advisor

Thrivent

. Learn and understand the entire operation of the practice.

Posted 10/27/2026full-timeKenosha • Wisconsin • United StatesMid-LevelSenior💰 $24,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial product positioning, with proficiency in Salesforce and financial advisory tools. Capable of obtaining necessary licenses and maintaining confidentiality while delivering high-quality service.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ProficiencyFinancial Product KnowledgeLicensing RequirementsTechnical Computer Aptitude

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product PositioningClient Meeting DocumentationApplication CompletionResearch and Inquiry ResponseBusiness Tools Knowledge

Soft Skills

Ability to Handle Multiple TasksIntegrity of Confidential InformationCollaboration with Lead AdvisorMentorship and Coaching

Tools & Technologies

SalesforceMoney Guide ProWhat-If TaxMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Life Insurance LicenseHealth Insurance LicenseAnnuity LicenseSecurities Industry Essentials (SIE)Series 6Series 63Series 7Series 66Series 63 and 65

Industry Keywords

Financial AdvisoryClient EducationBook of BusinessJoint FieldworkFinancial Clarity

About the role

Key responsibilities & impact

Learn and understand the entire operation of the practice.
Participate in Joint Fieldwork to build expertise and learn industry best practices.
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 advice tools and platforms such as Salesforce, Money Guide Pro, and What-If Tax.
Participate in events to attract new clients and provide financial education to the local community.
Research and respond to client inquiries.
Collaborate with the Lead Advisor on complex scenarios.
Schedule, prepare, and document client meetings.
Perform other responsibilities assigned by the Lead Advisor.
Work with mentorship, coaching, training, and support while developing toward a traditional financial advisor role.

Requirements

What you’ll need

Bachelor’s degree or equivalent experience.
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.
Obtain necessary licenses, which may include Resident state Life, Health and Annuity; Securities Industry Essentials (SIE); Series 6 and 63, 7 and 66, or 7, 63 and 65.
Military veterans are encouraged to apply.

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 manager 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 engage with clients to make a real impact in your community.
Income stability during learning and development.
Comprehensive 6-week training program after licensing.
Commission and performance-based incentive structure.