Financial Services Field Internship: Shadow Advisors & Training

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

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