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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing actionable financial advice and building long-term client relationships, particularly within Christian and Spanish-speaking communities. Holds necessary licenses and certifications to effectively guide clients in financial clarity and generous living.
Highest-signal resume keywords
Bachelor's DegreeBilingual English/SpanishFINRA SIE AttainmentLife and Health LicensesSeries 7 and 66 Registrations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdviceClient Relationship ManagementFinancial WorkshopsBusiness DevelopmentMarketing Strategies
Soft Skills
CollaborationCommunicationNetworking
Certifications & Qualifications
State Insurance LicensesSecurities Registration
Industry Keywords
Financial PracticeGenerous LivingThrivent ProductsClient Engagement
About the role
Key responsibilities & impact- Build a financial practice guiding Christians toward financial clarity and generous living
- Provide personal, actionable and achievable financial advice
- Connect clients to Thrivent products and programs
- Develop and maintain long-term client relationships across generations
- Serve clients in a chosen community
- Make client appointments through personal networks and Thrivent’s reputation
- Deliver financial workshops
- Market the financial advisory practice
- Control and manage the work schedule
- Collaborate with colleagues and organizational specialists in business development, marketing, technology and engagement
- Build and grow the advisory business with support from experienced advisors
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- Bilingual English/Spanish
- FINRA SIE attainment before contracting
- Life and health licenses before contracting
- State insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and completion of Thrivent’s advisor onboarding program
- Satisfactory background check
- Fingerprinting
- Securities registration and/or insurance licensing verification, if applicable
- Commitment to building a financial practice serving Christians and Spanish-speaking clients
Benefits
Comp & perks- Up to 14 weeks of paid training and coaching
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures
- Recurring revenue streams
- Dedicated planning fees for those who qualify
- Medical, dental, vision, disability and accidental death and dismemberment insurance
- Pension
- 401(k)
- Retiree medical plans
- Ongoing support and training
- Opportunity for professional growth
- Well-being programs supporting physical, emotional and financial health
- Gift matching program for eligible nonprofit contributions
- Volunteer programs
- Membership programs to connect with clients and engage Christians
- Flexible schedule and work-life balance