Bilingual Financial Advisor - English/Spanish - Greater Los Angeles and Surrounding area
Based in United States
Core
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Role type
Independent financial advisor (bilingual English/Spanish)
Builds
Personal financial advice and Thrivent products/programs for clients
Domain
Financial services / Insurance / Investments
Deliverable
client delivery
Required skills
Bilingual communication (English/Spanish), financial planning, relationship building, sales, coaching
Preferred skills
Self-discipline, independence, passion for generosity
Technologies
Thrivent products and programs
Responsibilities
Provide personal, actionable and achievable advice; develop and maintain long-term client relationships; make client appointments; deliver financial workshops; control own schedule
Seniority
Entry-level to Senior, independent contractor