Bilingual Financial Services Professional - Milwaukee, WI
Core
Build a financial practice guiding Christians on their journeys to financial clarity and empowering lives of service and faith within the Latino community.
Role type
Independent financial advisor (bilingual)
Builds
Personal financial practices and client relationships
Domain
Financial services / Wealth management / Latino community outreach
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, community engagement, financial advice
Preferred skills
Background in outside sales, business management, education, ministry, hospitality, or military
Technologies
Thrivent products and programs
Responsibilities
Provide actionable financial advice, connect clients to products, develop long-term client relationships, make client appointments, deliver financial workshops
Seniority
Entry to Senior, independent contractor