Associate Financial Consultant - Lantern Financial Group

Summary

Location: Offices in Montgomeryville and Boyertown, PA
Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Lantern Financial Group is an independent financial services practice of Thrivent in Montgomeryville and Boyertown, PA. We are growing and adding an Associate Financial Consultant to our team. We are committed to turning financial complexity into clarity and confidence through an integrated, team-based approach. We guide clients along their financial journey, illuminating their path toward a purpose-filled life while helping to create a sense of reassurance that they are secure in their financial future. This is a full-time role that requires you to be in the office 5 days per week.

Job Description

As an Associate Financial Consultant, you’ll be a resource for our financial advisors and provide support to the clients of Lantern Financial Group including:

• Client relationship building: develop long term, trust-based relationships by listening to client’s priorities and financial goals. 
• Financial planning: create personalized and actionable financial plans that blend advice with products and services. 
• Goal-oriented guidance: help clients navigate financial complexities and life transitions to achieve goals. 
• Operations: participate and contribute to providing exceptional client experience that meets highest of standards and regulatory requirements. 
• Business development: partner with practice in building new client relationships and sources of revenue through implementation of an integrated marketing strategy. 

You will be employed/contracted by Lantern Financial Group.

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. Our ideal candidate is:

• Independence and drive
• Purpose-driven motivation
• Planning/Organizing
• Analytical Thinker
• Client Focus

• Communication and Coaching Ability
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

Requirements

• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
• 2+ years with Thrivent or equivalent work experience required
• Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
• Demonstrated customer service orientation/experience, 2+ years preferred
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
• Previous administrative/secretarial experience desired

External/Internal Dependencies

• Must be able to work with all roles of the sponsoring financial advisor
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

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 $194 billion in assets under management/advisement (as of 12/31/24). 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.

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.