San Antonio – Team-Based Financial Advisor with Alamo Associates jobs in United States
cer-icon
Apply on Employer Site
company-logo

Thrivent · 5 months ago

San Antonio – Team-Based Financial Advisor with Alamo Associates

Thrivent is a diversified financial services organization focused on putting generosity at the center of saving and investing. The Team-Based Financial Advisor role involves building long-term relationships with clients, empowering them to make informed financial decisions, and developing a personal network for future growth.

FinanceFinancial ExchangesFinancial ServicesInsurance
check
H1B Sponsor Likelynote

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

Qualification

LifeHealthAnnuity LicenseSecurities Industry EssentialsSeries 6/63Interpersonal SkillsSelf-disciplineMotivation to Help OthersCoaching Skills

Required

Candidates in the Team-Based model will obtain the necessary licenses over the course of 8 to 13 weeks
Licenses include: Resident state Life, Health and Annuity, Securities Industry Essentials, Series 6/63 or 7/66 (7/63 and 65)
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

Preferred

Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more

Benefits

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Access to unique tools to engage clients in their community to make a real impact.

Company

Thrivent

company-logo
Thrivent is a financial services organization that helps Christians be wise with money and live generously.

H1B Sponsorship

Thrivent has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Teresa Rasmussen
President & CEO
linkedin
leader-logo
Kelly Baker
Executive Vice President, Chief Human Resources Officer
linkedin
Company data provided by crunchbase