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Bilingual Financial Services Professional - Milwaukee, WI

Thrivent · Milwaukee, WI · Full time

Posted Apr 17, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Thrivent wants advisors to guide Christians toward lives of service, faith and generosity. How does that fit with your own values?

What they are checking: Whether the faith-based mission is a genuine fit, since it shapes how they will talk with every client.

This is a practice you build yourself, and pay depends on results. How do you stay motivated without a steady paycheck?

What they are checking: Whether they understand the business model and have the drive to keep prospecting through slow periods.

Tell me about a time you helped someone understand something complicated in their second language.

What they are checking: Whether they can translate meaning, not just words, so clients truly understand what they are agreeing to.

What would you do

This role focuses on serving the Latino community in Milwaukee. What connections do you already have there, and how would you build trust with new families?

What they are checking: Whether they have real roots in the community they would serve, since trust drives every client relationship.

Some families you meet may be wary of banks or financial companies. How would you approach that conversation?

What they are checking: Whether they can respect past experiences and earn trust patiently instead of pushing past real concerns.

How would you plan and deliver a financial workshop for a Spanish-speaking congregation in Milwaukee?

What they are checking: Whether they can teach in a group setting in a way that is useful and not salesy, which builds leads and credibility.

You'd work with marketing and business development specialists. How would you want them to help you reach Latino families?

What they are checking: Whether they can use company support well and guide it with what they know about the community.

About the work

Can you explain the difference between saving and investing, first in Spanish and then in English?

What they are checking: Whether their Spanish is strong enough to explain money concepts clearly, which is the core of a bilingual role.

A young family sends money to relatives abroad each month and has no emergency savings. How would you help them?

What they are checking: Whether they can build a plan that respects family obligations while protecting the client's own stability.

How would you explain life insurance to a client who has never considered it and thinks it's only for older people?

What they are checking: Whether they can explain protection products simply and honestly, tied to the client's real family needs.

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The full job description

As published by Thrivent.

Life is short - Work somewhere extraordinary! Make a difference in the Latino Community. Thrivent Financial is seeking bilingual professionals who are committed to building a financial practice by influencing Christians to be wise with their money and live generously. Thrivent is committed to servicing the Latino Community and you joining Thrivent’s Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. • Have the flexibility to control your schedule, allowing for work-life balance. • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • 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. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. • Medical, dental, vision, disability and accidental death and dismemberment insurance. • Pension, 401(k) and retiree medical plans. • Ongoing support, training and opportunity for professional growth as you build your business. • Well-being programs to help you manage your physical, emotional and financial health. • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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