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Thrivent · 1 week ago

Associate Financial Consultant - Lantern Financial Group

Montgomeryville, PA

Full-time

Onsite

Entry Level

2+ years exp

Thrivent is a diversified financial services organization focused on helping clients build financial well-being through purpose-based advice and services. The Associate Financial Consultant will support financial advisors and clients by building relationships, creating financial plans, and contributing to business development efforts.

FinanceFinancial ExchangesFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

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

Qualification

Securities registrationLifeHealthAnnuities licensingFinancial planningClient relationship buildingAnalytical thinkingCommunication skillsInterpersonal skillsTeamworkAdaptability

Required

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

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

Preferred

Demonstrated customer service orientation/experience, 2+ years preferred

Previous administrative/secretarial experience desired

Company

Thrivent

Glassdoor3.7

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

Founded in 1902

Minneapolis, Minnesota, USA

5001-10000 employees

https://www.thrivent.com

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)