Financial Services Field Internship (CFP Career Fair Applicants)

Thrivent; Appleton (WI); On-site; USD 21,000 - 30,000; Part time

Job summary

Thrivent is seeking Field interns in various locations nationwide. Interns will shadow seasoned financial advisors, join a comprehensive training program, and support Thrivent’s generosity initiatives. The role includes building financial plans, analyzing data, and gaining hands-on exposure to planning software.

Interns may earn college credit and participate in company seminars and community events. This internship prepares you for a future financial advisor opportunity through practical

Qualifications

• Pursuing a degree in business, finance, marketing or related field.
• Strong analytical and problem-solving skills; oral and written communication skills.

Responsibilities

• Participate in a robust orientation and training program.
• Shadow financial advisors during client meetings, workshops, community events and daily work.
• Learn to prepare financial plans and analyses.
• Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
• Participate in team meetings with weekly updates, new trends and concepts.
• Observe regional seminars and workshops.
• Attend virtual seminars with corporate employees to understand the industry.
• Work with Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
• Collaborate with interns to research and present a project on best practices in building a financial services business.

Skills

MS Outlook

MS Word

MS Excel

MS PowerPoint

Analytical skills

Written & verbal communication

Education

College junior or senior pursuing a degree in business/finance/marketing

Tools

MoneyGuidePro

Morningstar

Job description

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. If you have a heart for service and a passion for helping others reach their financial goals, we’d like to connect with you.

We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent’s involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.

• Participate in a robust orientation and training program.
• Shadow financial advisors during client meetings, workshops, community events and daily work.
• Learn to prepare financial plans and analyses.
• Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
• Participate in team meetings that include weekly activity updates, new trends and concepts.
• Observe regional seminars and workshops.
• Attend virtual seminars with corporate employees to better understand the industry and the profession.
• Work with the Engagement Team to develop a strategy to integrate Thrivent’s generosity programs.
• Collaborate with other interns to research and present a project, based on best practices in building a financial services business.

Position Qualifications:

• College junior or senior working toward a degree in business, finance, marketing or related field.
• Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
• Strong analytical and problem-solving skills; oral and written communication skills.

Course Credit:

• Thrivent internships are available for course credit, but must be coordinated with your school administration.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.