Financial Services Internship: Shadow Advisors & Training

Thrivent Financial; Minneapolis (MN); On-site; USD 18,000 - 30,000; Part time

Benefits offered by this job

Course credit

Job summary

Thrivent Financial is offering an internship program designed to expose college juniors and seniors to financial services. Interns shadow seasoned advisors, participate in a comprehensive training program, and assist with financial plans and analyses using industry tools.

The program includes exposure to MoneyGuidePro and Morningstar, plus team meetings and regional events. Coursework may be eligible for academic credit, with an emphasis on practical skills and professional development.

Qualifications

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

Responsibilities

• Shadow financial advisors during client meetings and workshops.
• Participate in a robust orientation and training program.
• Learn to prepare financial plans and analyses.
• Gain exposure to planning software like MoneyGuidePro and Morningstar.
• Attend team meetings with weekly updates and trends.
• Observe regional seminars and virtual sessions with corporate staff.
• Collaborate on a project with other interns to apply best practices in financial services.

Skills

Analytical thinking

Communication skills

MS Outlook

MS Word

MS Excel

PowerPoint

Education

College junior or senior in business/finance/marketing or related field

Tools

MS Outlook

MS Word

MS Excel

PowerPoint

Job description

Thrivent Financial is offering an internship program designed to expose college juniors and seniors to financial services. Interns shadow seasoned advisors, participate in a comprehensive training program, and assist with financial plans and analyses using industry tools.

The program includes exposure to MoneyGuidePro and Morningstar, plus team meetings and regional events. Coursework may be eligible for academic credit, with an emphasis on practical skills and professional development.