Associate Financial Consultant - Lantern Financial Group

About the role

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