Top 1158 Financial representative Jobs in Milwaukee Wi

Virtual Financial Advisor - Milwaukee - Hybrid
Thrivent —Milwaukee, WI
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Sales Development Representative
Current Electric Company —Wauwatosa, WI
- $20 - $25 an hour
- 8 hour shift
- Background check
- Google Workspace
- Customer service
- Health savings account
- Health insurance
Quick Apply
8d
Inside Sales and Customer Service Representative
YES Equipment & Services —Milwaukee, WI
- $55,000 - $65,000 a year
- Full-time
- Business development
- In-person
- Marketing
- Disability insurance
- Health insurance
Quick Apply
Customer Specialist
Components Company Inc —Brookfield, WI
- $60,000 - $75,000 a year
- Full-time
- 5 years
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Equipment Sales Representative
YES Equipment & Services —Menomonee Falls, WI
- From $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Representative - Associate
Mutual of Omaha Advisors —Milwaukee, WI
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Milwaukee, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Insurance Agent - Training Provided
Aflac —Brookfield, WI
- Full-time
- No experience needed
- In-person
- Entry level
- Flexible schedule
Quick Apply
Customer Service Representative
Midwest Refrigerated Milwaukee, Inc. —Milwaukee, WI
- $20 - $22 an hour
- Full-time
- Military encouraged
- Leadership
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
Clinic Service Representative - Mayfair
Children's Wisconsin —Wauwatosa, WI
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
14d
Client Service Representative Medical Technologist - Full Time - First Shift
Advocate Aurora Health —West Allis, WI
- $30.70 - $46.05 an hour
- Full-time
- Computer literacy
- No experience needed
- English
5h
Customer Service Representative
Dna Logistics Solutions LLC —Milwaukee, WI
- $23.99 - $28.99 an hour
- Part-time
- Bilingual
- Customer service
- Computer literacy
- Dental insurance
- 401(k)
Quick Apply
10d
Patient Service Representative Hospital
Advocate Aurora Health —Cudahy, WI
- $20.80 - $31.20 an hour
- Part-time
- CPR Certification
- Hospital
- Computer literacy
6d
Account Representative - State Farm Agent Team Member
Bob Vitt - State Farm Agent —Milwaukee, WI
- $60,000 - $90,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Health insurance
- Paid time off
Quick Apply
Teller
PNC Financial Services Group —Milwaukee, WI
- Full-time
- No experience needed
- No degree
- Entry level
- Wellness program
- Health savings account
14d
Customer Service Representative
ALCS Lawn Care —Milwaukee, WI
- $22 - $30 an hour
- Part-time
- Computer literacy
- Office
- Administrative experience
- Paid training
- Paid holidays
Quick Apply
1d
Patient Service Representative (PSR) - Urology Clinic
Advocate Aurora Health —Milwaukee, WI
- $19.80 - $31.20 an hour
- Full-time
- High school diploma or GED
- Ability to sit for extended periods
- Typing
1d
On-Site Customer Service Representative - Milwaukee, WI
Sharecare —Milwaukee, WI
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
5d
Patient Service Representative (PSR) I
Advocate Aurora Health —Waukesha, WI
- $19.80 - $29.70 an hour
- Part-time
- High school diploma or GED
- 1 year
- Outpatient
6d
Entry Level – Financial Advisor
Equitable Advisors —Milwaukee, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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Virtual Financial Advisor - Milwaukee - Hybrid

Thrivent -
Milwaukee, WI

Quick Apply

Job Details

Full-time
$21.64 - $24.04 an hour

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Adoption assistance
Pension plan
Parental leave
Vision insurance
401(k) matching
Volunteer time off

Qualifications

Life Insurance License
Series 7
Experience practicing in the securities industry

Full Job Description

Virtual Financial Advisor – Hybrid

Milwaukee, Wisconsin

Bring your skills to a deeply purposeful, financially rewarding career

Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent, you’ll have the opportunity to grow a meaningful career providing clients with purpose-based advice around investments, insurance, banking and generosity, empowering lives of service and faith.

As a Virtual Financial Advisor, you’ll play a vital role in delivering meaningful financial guidance that helps clients achieve greater financial confidence and take action. Leveraging Thrivent’s robust advice framework, you’ll use your strong interpersonal and consultative skills to connect with clients, build trust, and provide tailored recommendations that support their financial well-being.

This role focuses on re-engaging existing Thrivent clients—many of whom have not recently worked directly with a financial professional—by proactively reaching out to schedule and hold meaningful appointments via phone, shared screens, and video. You’ll also have the opportunity to engage and serve your own natural market.

Supported by Thrivent’s commitment to community engagement and a collaborative team environment, you’ll gain a strong foundation in sales and client service. Within 18-24 months, you’ll be equipped to join a local team or build your own practice with our support.

This is a hybrid role. You’ll meet with clients virtually using tools like Microsoft Teams and Zoom. You’ll also receive training and connect with your colleagues in the office up to 3 days per week, working remotely on other days.

Your Success; Our Blueprint

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

As a Virtual Financial Advisor at Thrivent, you’ll:

Leverage your relationship-building skills and build sales experience to engage clients with confidence and clarity.
Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith.
Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Have access to a large existing client base with the ability to also help your friends, family and natural market.
Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, and have modern computer hardware provided.
Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so.

What You Bring

Our culture and our people are special. Whether you’re a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re:

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals, not just selling products.
A natural coach or guide with strong interpersonal skills.
Positive, energetic and results oriented.
Collaborative and excited to contribute to your team.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
FINRA Series 7, 63/65 or 66 required or obtained within 90 days.
State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days.
Eligibility to be securities registered and insurance licensed in all 50 states.
Satisfactory background check (criminal and financial).

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

A base pay of $21.64-$24.04 per hour with additional monthly sales bonuses based on sales results and your client impact. The average total compensation for this full-time role is $78,000, and our top Virtual Advisors exceed $120,000 in total compensation.
Comprehensive medical, vision and dental.
401(k) matching and a pension plan.
Life and disability income insurance.
Maternity/paternity leave as well as adoption and surrogacy assistance.
Tuition reimbursement.
Four weeks of paid time off, plus up to 20 hours of volunteer time off.
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.

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 120 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 $194 billion in assets under management/advisement (as of 12/31/24). 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.

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.

#Hybrid

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $73,500 - $120,000 per year, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

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 to [email protected] or call 800-847-4836 and request Human Resources.

#Remote
#CAMVAM

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in milwaukee wi

Virtual Financial Advisor - Milwaukee - Hybrid

Sales Development Representative

Inside Sales and Customer Service Representative

Customer Specialist

Equipment Sales Representative

Financial Representative - Associate

Financial Advisor

Insurance Agent - Training Provided

Customer Service Representative

Clinic Service Representative - Mayfair

Client Service Representative Medical Technologist - Full Time - First Shift

Customer Service Representative

Patient Service Representative Hospital

Account Representative - State Farm Agent Team Member

Teller

Customer Service Representative

Patient Service Representative (PSR) - Urology Clinic

On-Site Customer Service Representative - Milwaukee, WI

Patient Service Representative (PSR) I

Entry Level – Financial Advisor

I want to receive the latest job alert for financial representative in milwaukee wi

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