Financial Advisor
Stevens Point, WI · On-site
$165K/yr
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Stevens Point, WI · On-site
$165K/yr
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Stevens Point, WI · On-site
$165K/yr
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Marshfield, WI · On-site
Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your ...
Marshfield, WI · On-site
Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your ...
Sturgeon Bay, WI · On-site
Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your ...
Sturgeon Bay, WI · On-site
Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
New
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
New
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Elm Grove, WI · On-site
$61 - $250/hr
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial ...
Elm Grove, WI · On-site
$61 - $250/hr
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial ...
Wauwatosa, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Wauwatosa, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Mequon, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Mequon, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Waukesha, WI · On-site
$61 - $250/hr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Waukesha, WI · On-site
$61 - $250/hr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Appleton, WI · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Germantown, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Germantown, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$31.8K - $35.3K
11% of jobs
$35.3K - $38.8K
0% of jobs
$38.8K - $42.3K
6% of jobs
$43.2K is the 25th percentile. Wages below this are outliers.
$42.3K - $45.7K
29% of jobs
The median wage is $46.2K / yr.
$45.7K - $49.2K
28% of jobs
$49.4K is the 75th percentile. Wages above this are outliers.
$49.2K - $52.7K
5% of jobs
$52.7K - $56.2K
7% of jobs
$56.2K - $59.7K
5% of jobs
$59.7K - $63.2K
5% of jobs
$63.2K - $66.7K
2% of jobs
$66.7K - $70.1K
0% of jobs
$31.8K
$48.9K
$70.1K
A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.
| Aspect | Financial Advisor Trainee | Financial Advisor |
|---|---|---|
| Certifications | Typically required to pursue certifications like CFP or Series 7 | Often holds certifications such as CFP, Series 7, or Series 65 |
| Work Environment | Entry-level, training-focused roles often in financial firms or banks | Client-facing, providing financial planning and investment advice |
| Job Responsibilities | Learning and assisting with client portfolios, gaining experience | Managing client portfolios, offering financial advice, and planning |
The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.
The most popular types of Financial Advisor jobs in Wisconsin are:
For Financial Advisor Trainee jobs in Wisconsin, the most frequently searched job titles are:
The top searched job categories for Financial Advisor Trainee jobs in Wisconsin are:
Cities in Wisconsin with the most Financial Advisor Trainee job openings:
For Financial Advisor Trainee jobs in WI, the most frequently searched job titles are:

$165K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 27 days ago
8.8
Based on 20 frontline employees who took The Breakroom Quiz
As a Thrivent Financial advisor, you will:
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:
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
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 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 ourworkforce 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.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. 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 sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.
Sourced by ZipRecruiter
Insurance services and finance and insurance
5,001 - 10,000 Employees
Mill Creek, PA, US