– Financial Advisor with Alamo Associates – Team Sponsored Launch
| Company | Thrivent |
|---|---|
| Location | San Antonio, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Resident state Life, Health and Annuity license
- Securities Industry Essentials license
- Series 6/63 or 7/66 (7/63 and 65) licenses
Responsibilities
- Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
- Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
- Building a strong personal network through local nonprofits, churches, and businesses for future growth.
- Developing skills and best practices to be a successful financial advisor.
Preferred Qualifications
- 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.