Associate Financial Consultant - Lantern Financial Group

Location: Montgomeryville, Pennsylvania (Offices in Montgomeryville and Boyertown, PA)

Why Join Thrivent?

Discover meaningful work and a rewarding career with Thrivent, a mission-driven financial services organization that places generosity at the heart of saving, investing, and financial planning. Unlike traditional firms, Thrivent empowers professionals like you to make a profound impact on clients' lives by helping them build, grow, and protect their financial well-being through purpose-based advice, investments, insurance, banking, and philanthropy.

Lantern Financial Group, an independent financial services practice of Thrivent, is expanding in Montgomeryville and Boyertown, PA. We're seeking a dedicated Associate Financial Consultant to join our dynamic team. Our integrated, team-based approach transforms financial complexity into clarity and confidence, guiding clients on their journey toward a purpose-filled life and financial security. This full-time role requires in-office presence 5 days per week, fostering collaboration and exceptional client service in our vibrant Pennsylvania communities.

Join us to align your career with values that matter—serving clients who live, work, and worship in the areas we call home. At Thrivent, you'll thrive in a supportive environment that values independence, purpose, and community impact.

Role Description

As an Associate Financial Consultant at Lantern Financial Group, you'll serve as a vital resource for our financial advisors, delivering comprehensive support to clients. Your role will focus on building lasting relationships, crafting personalized financial plans, providing goal-oriented guidance, ensuring seamless operations, and driving business development. Employed or contracted directly by Lantern Financial Group, you'll contribute to a high-performing practice dedicated to excellence and regulatory compliance.

Detailed Responsibilities

• Client Relationship Building: Cultivate long-term, trust-based relationships by actively listening to clients' priorities, financial goals, and life aspirations, ensuring every interaction strengthens loyalty and satisfaction.
• Financial Planning: Develop personalized, actionable financial plans that seamlessly integrate expert advice with Thrivent's suite of products and services, including investments, insurance, and banking solutions.
• Goal-Oriented Guidance: Assist clients in navigating financial complexities, life transitions such as retirement, education funding, or estate planning, empowering them to achieve milestones with confidence.
• Operations Excellence: Contribute to delivering an exceptional client experience that exceeds the highest standards of service, compliance, and regulatory requirements, including accurate documentation and process optimization.
• Business Development: Collaborate with the practice to expand client relationships and revenue streams through strategic implementation of integrated marketing initiatives, networking events, and community outreach.
• Team Collaboration: Work closely with financial advisors and support staff to provide holistic solutions, leveraging Thrivent's resources for innovative client strategies.
• Ongoing Client Education: Educate clients on market trends, investment options, and financial tools to enhance their decision-making and long-term success.

Required Skills

Our ideal candidate embodies a unique blend of characteristics that drive success in financial consulting:

• Independence and proactive drive to own initiatives and exceed expectations.
• Purpose-driven motivation rooted in helping others achieve financial security.
• Exceptional planning and organizational skills for managing complex client portfolios.
• Analytical thinking to evaluate financial data and recommend optimal strategies.
• Client-focused mindset prioritizing empathy and tailored solutions.
• Superior communication and coaching abilities to articulate complex concepts clearly.
• Strong interpersonal skills for building rapport across diverse client bases.
• Teamwork and collaboration to thrive in our integrated practice model.
• Adaptability and flexibility to navigate evolving market conditions and client needs.

Education & Experience

• Bachelor's degree in Finance, Business, Economics, or a related field preferred.
• Relevant experience in financial services, advising, or client-facing roles.
• Required licenses: Securities (Series 7 and 66 or Series 7, 63, and 65) and resident state Life, Health, and Annuities registrations.
• Satisfactory background check, fingerprinting, and securities registration.
• Commitment to ongoing professional development and Thrivent's ethical standards.

Compensation Overview

Competitive base salary plus performance-based incentives, reflecting experience and market standards in Montgomeryville, PA.

Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement savings with generous employer match.
• Paid time off, holidays, and professional development opportunities.
• Thrivent Matching Gifts Program for community involvement.
• Access to Thrivent's proprietary tools, training, and mentorship programs.
• Wellness programs promoting work-life balance and personal growth.

Ready to illuminate clients' financial paths? Apply today to join Lantern Financial Group and Thrivent's mission-driven team in Montgomeryville, Pennsylvania!