Bilingual Financial Services Professional - Milwaukee, WI
Based in United States
Core
Build a financial practice guiding Christians on their journeys to financial clarity and live generously within the Latino community.
Role type
Independent Financial Advisor (Sales & Advisory)
Builds
Personal financial practices serving Latino Christian clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching, relationship building, sales, financial planning
Preferred skills
Background in outside sales, business management, education, ministry, hospitality, or military
Technologies
Thrivent products and programs
Responsibilities
Build and maintain long-term client relationships, provide actionable financial advice, deliver financial workshops, market the practice, and control personal schedule
Seniority
Entry to Senior, entrepreneurial/independent