Financial Services Field Internship

Reposted 5 Days Ago
Be an Early Applicant
Cleveland, OH
In-Office
Internship
Insurance • Software
The Role
The internship offers practical experience shadowing financial advisors, training in financial planning, and participation in community events, preparing interns for future financial advisor roles.
Summary Generated by Built In

      

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 [email protected] or call 800-847-4836 and request Human Resources.

Top Skills

Moneyguidepro
Morningstar
Excel
Ms Outlook
Ms Powerpoint
Ms Word
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The Company
HQ: Minneapolis, MN
7,504 Employees
Year Founded: 1902

What We Do

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.

With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. 

As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.

For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

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