Bilingual Financial Services Professional - Milwaukee, WI jobs in United States
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Thrivent · 3 months ago

Bilingual Financial Services Professional - Milwaukee, WI

Thrivent Financial is seeking bilingual professionals committed to building a financial practice within the Latino Community. As a financial advisor, you will guide clients towards financial clarity and develop long-term relationships based on trust, while enjoying the flexibility to manage your own schedule.

FinanceFinancial ExchangesFinancial ServicesInsurance

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 products and programs
Develop and maintain genuine, long-term relationships throughout generations 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
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so
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

Qualification

FINRA SIE licenseLifeHealth licensesDegreeBilingualInterpersonal skills

Required

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

Preferred

Self-disciplined, independent and driven to succeed
Motivated by helping others and seeing them achieve their goals
A natural coach or guide with strong interpersonal skills
Passionate about living a life of generosity by serving others, not just selling products

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
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 as you build your business.
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.

Company

Thrivent

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Thrivent is a financial services organization that helps Christians be wise with money and live generously.

Funding

Current Stage
Late Stage

Leadership Team

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Teresa J. Rasmussen
President & CEO
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Kelly Baker
Executive Vice President, Chief Human Resources Officer
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Company data provided by crunchbase